Clients deserve top-notch service and value a reliable advisor. It is our commitment to service-excellence that sets us apart. We offer three flexible service options in order to help as many people as we can. We specialize in two distinct niches:
We return calls within 24 hours (and usually much sooner)! David specifically chooses to answer his own phone so clients get him directly.
We aim to return emails within 24 hours (and usually much sooner)!
We provide our calendar to clients to book meetings directly - without the hassle of having to go back and forth.
With over 15 years experience, it's important that we provide objective advice to clients that is comprehensive in scope.
We use state of the art technology to let clients know how they are doing and if they are on track to reach their goals.