David Wheeland Email & Phone Number

I've been in the financial services industry for decades and was recognized as a member of Merrill Lynch's "Executive's Club". I have extensive experience in growing AND protecting my clients' retirement portfolio, and work with successful individuals and business owners across the country.I specialize in safe-money strategies and tax-free cash flow. My clients participate in market / index gains without market risk and the opportunity for very attractive growth at the same time. This gives them a "safe haven" for money they are counting on and "peace-of-mind" in a volatile market. I also have a strategic alliance with a national Business Consulting firm. They connect advisors, agents, tax professionals, realtors, consultants, etc. with high net worth business / commercial property owners. They have a track record of success with thousands of business / commercial clients for almost two decades.Their business model:The consulting firm spends their money to put money in the business owner's pocket. There is no out-of-pocket cost or risk to the business business / commercial property owners. If they are not successful, no cost to the business. Benefits to the business owner are routinely tens to hundreds of thousands of dollars, without any disruption to the business. Their amazing patented software can identify projected benefits in a matter of minutes.So, if you are a business / commercial property owner and would like to see your projected benefits, please contact me and we can run the powerful real-time software and get you an answer in about 10 minutes.Also, if you work with business owners and / or would like to connect with high net worth business owners, let me know as well. You can provide tremendous benefits to your clients, increase and bring added value to your practice, and add an additional 6-7 figure income stream.Please message / contact me with any questions or for more information:Office: 209-526-6422 / 888-223-4590 (toll-free)

Listed skills include Retirement, Small Business, Entrepreneurship, Financial Services, and 28 others.