David Richter Email & Phone Number

To each of the high-growth organizations and high net worth families we’re fortunate to serve, we offer an old-fashion commitment. We show up thoroughly engaged, with diligence and perseverance, at every stage of the planning process. We roll up our sleeves and engage deeply, always solving for possibilities. We seek to complement, not duplicate, the great work you’ve already done. Our deep dive of intellectual capital doesn’t require more time or mental bandwidth from the family, the company, or your existing trusted advisors. Our intellectual rigor is applied behind the scenes. We call our planning model, The Foresight Factor. It converts hindsight to foresight, helping protect the unpredictable events of life before they become eventful. It is also a reliable thinking model that may notice what matters most. Who we serve: Unusually high-income earners in high-growth organizations Affluent families, often with multi-generational wealth What we do: Disability insurance (often implemented at the organizational level) Life insurance design, implementation, and ongoing management Learn more about The Foresight Factor at www.tcs-insurance.com Securities offered through M Holdings Securities, Inc., a registered Broker/Dealer, member FINRA/SIPC. TCS Insurance Agency, Inc. is independently owned and operated. California Insurance License #0711251. Third-party posts found on this profile do not reflect the views of M Holdings Securities, Inc. nor its Associated Persons/Affiliates, and have not been reviewed by M Holding Securities as to accuracy or completeness. This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact us directly or consult another qualified professional. The testimonials/recommendations used may not be representative of the experiences of other clients and are not indicative of future performance or success.

Listed skills include Disability Insurance, Life Insurance, Insurance, Long Term Care Insurance, and 16 others.