David Beck, Cfp®, Ltc Email & Phone Number

Specialties: Retirement Planning: I develop a personalized financial plan that shows you how to manage your assets to sustain your living standard over time, and tells you exactly what steps to take and when. I will finds ways to raise your living standard, putting extra money in your pocket. You can compare the impact of life decisions, like when to retire or move to a different state. It puts you in the driver's seat to a smarter financial future that begins today. College Planning: Strategies to maximize financial aid and minimize taxes, reduce college cost, and increase cash flow to enable you to pay the bills.Tax Planning and tax return preparation: I will prepare and e-file your tax return. We will review and discuss any questions you may have, and any opportunities for lowering your tax bill.

Listed skills include Strategic Financial Planning, Retirement Planning, Finance, Budgets, and 30 others.