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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 to help as many people as possible.

Text Us

Our office phone is both talk and text enabled.

Return Calls & Emails Promptly

We return calls and emails within 24 hours (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 convenience.


We use DocuSign to make paperwork easier.