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Our Client Service Commitment

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. 

Text Us

Our office phone is both talk and text enabled.

Return Calls & Emails Promptly

We return calls and emails within 24 hours (and usually much sooner)! David specifically chooses to answer his phone, so clients get him directly.

In Person or Virutal Meetings

We can meet in person or over Zoom - whatever is most convenient for you.

Online Bookings

We provide our calendar to clients to book meetings directly at their own convenience.


We use Docusign to make paperwork easier.