Mutual Security Investment and Retirement Services

Helping you reach your financial goals is my number one objective. Working together, I'll help you make sound financial decisions consistent with your comfort level, investment timeline, and goals. We can start small and grow, or evaluate and build upon any existing financial plans. The end result will be a strategy designed to help you build, protect, use, and transfer assets in the most advantageous way. Periodically we'll review your situation and adjust as needed. It just makes sense - as your life changes, so do your financial needs, and I'll be here for you at every stage of your life.

Specifically, we can make sure you have solid answers to these key questions:

• Is your retirement money invested properly?
• Will you have enough income in retirement?
• What should you do with an existing retirement plan from a previous employer?
• How will you pay for a child's or grandchild's education?
• Financially, what would happen to your family if you died?
• How will you pay for long-term care?

As a trusted partner of Mutual Security Credit Union, I have a strong history of working with credit union members, their family, and their friends. I also have access to a wide variety of investment and insurance products.

I have over 29 years of financial services industry experience, and am a Registered Representative of CUNA Brokerage Services, Inc., member FINRA/SIPC. I’m also a licensed representative of CMFG Life Insurance Company.

Please contact me for a no-cost, no-obligation consultation.

A LITTLE MORE ABOUT DAVID:

Education:

• Bachelor of Economics, Eastern Connecticut State University

Personal:

• David and his wife, Tammy, have two sons
• He enjoys golfing, skiing, and fishing

Community and Volunteer Activities:

• American Junior Golf Association Volunteer
• Financial Planning
• Wealth Preservation
• Comprehensive Financial Guidance
• Retirement Planning
• Tax-advantaged Investment Planning

Check out David’s full background on FINRA’s BrokerCheck.