A love note from a colleague and competitor:
“I have known David for many years now and can say that he is a very honest and knowledgeable person and a great financial advisor. His insights are always backed up by tedious research and he has a real passion for helping people with their most important financial decisions. My gut tells me that after working with David you will likely feel like every stone has been uncovered and you will be confident that your financial well being is in good hands and you will be on your way to feeling financially secure. I do not regularly endorse other advisors in my field but I feel comfortable giving a strong thumbs up for David.”
— Tony Filippone
He’s right… he rarely endorses anyone.
… because this business is highly competitive. You almost have to be nutzo to endorse another insurance advisor who knows how to design custom life insurance and design it well.
Do with that information what you will.
Anyway… on to bid’niz.
Designing custom life insurance solves all kinds of cash flow problems.
For example: It allows you to own your own debt (giving you mucho control over your net worth and financial well-being).
But… it’s not a magic pill. You need to know some financial concepts and have some kind of organizational method to your madness.
And this is where I come in.
More info here: