Join The Waiting List

Talk To David About Your Finances

Register Below And Join The Waiting List

Need help solving a difficult financial problem? Want a second opinion about some financial strategy you’re considering? Want me to review your existing life insurance or annuity plan? Or… do you already know what you want and are thinking of becoming a client?

Then… sign up below and get on the waiting list.

The current wait time for a call-back to discuss your finances is about 2 weeks

Get a chance to speak with me before committing to anything by registering for a “pre-client interview.” This is your chance to “grill me” and for me to ask you what you’re trying to accomplish with your finances.

Once you register below, you’ll be able to schedule a phone call or video chat meeting to discuss your finances, specifically as it relates to budgeting, insurance, and savings, what kinds of problems you’re having, and whether my services can help you or not.

You’ll also be added to my daily email list (if you’re not already on it). Get to know me, and how me and my business partners do business, before you commit to anything.


Once you register, you’ll instantly be added to the waiting list and also be added to the free DAILY email list. It gives you a chance to learn a little more about how insurance planning works and you get to know me before doing business with me.

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