David Test Cebs®, Ricp® Email & Phone Number

Make a difference in your employee’s financial lives with a better retirement plan. I provide conflict-free leadership in creating meaningful retirement outcomes. Through my experience with hundreds of plans from a variety of industries, I provide a wellspring of expertise in helping employers manage:• Fiduciary Obligations• Maximizing Plan Design Solutions For Best Results• Evaluation of Provider Performance• Investment Option Analysis• Financial Literacy Education Programs For EmployeesCorporate Retirement Plans (401k, ERISA 403b, Defined Benefit, Pension, Cash Balance, New Comparability, Profit Sharing), and selected individual investments.For additional information, call David at 214-912-4015 or david@phoenixretirementservices.comSecurities offered through Avantax Investment Services℠, Member FINRA, SIPC (www.finra.org, www.sipc.org). Investment advisory services offered through Avantax Advisory Services℠. Insurance services offered through an Avantax affiliated insurance agency. Please visit www.avantaxwealthmanagement.com/social_policy for more information. This endorsement was provided by a non-client. It may not reflect the experience of clients and does not guarantee future success or performance. There was no compensation given for the endorsement.