Financial planning has many levels. My goal as an advisor is to help guide my clients through these levels so they may accomplish what is most important to them while establishing a financial plan** as early on in their careers as possible. I can help with your insurance needs, but I am not merely an agent. I can also help with your portfolios, but I am not merely an investment professional. Rather, as a comprehensive, full-service financial advisor I will help keep your focus on the goals that will lead you to make the most out of your hard-earned savings.
Some of these goals may include:
- Do you want to retire at a certain age?
- Do you want to fully or partially support your kids' college education?
- Do you want to ensure your family is properly protected against the unexpected?
- Do you want to live in a nice house in a great neighborhood with highly-ranked schools?
- Do you want to have the ability to go on great vacations every year?
All of this is involved in proper goal-focused financial advising! It is not only investing—financial advising first begins with a lengthy discussion about everything that is important to you. Then, we begin planning from the ground up, budgeting and subsequently implementing what is needed to help accomplish your future objectives.
I’ve been privileged to have the opportunity to help my clients efficiently work towards their unique, specialized goals since 2001 and have been recognized over 15 times as a member of the Million Dollar Round Table (MDRT), the Premier Association of Financial Professionals, which is recognized internationally as the standard of excellence in the life insurance and financial services business. I have also earned the CFP®, CERTIFIED FINANCIAL PLANNER™ designation. I graduated from the University of Texas in 1996 and currently reside in Austin with my tremendous family – my wife, Amy, and two daughters, Ellen and Cora.
I look forward to hearing from you!
David is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. and CRI Securities, LLC.
**Separate from the financial plan and an advisors' role as financial planner, an advisor may recommend the purchase of specific investment or insurance products or accounts. These product recommendations are not part of the financial plan and clients are under no obligation to follow them. Financial Planning is a fee-based service. 2337662 / 12-2018
Aside from the knowledge and experience you will receive from your advisor, North Star provides a team of experts within their specialties dedicated to helping your advisor choose well-suited products or services for you.
Vice President, Disability Insurance and Property and Casualty Operations
612.617.6008 | email@example.com
Vice President, Life Insurance and Long-Term Care
612.617.6109 | firstname.lastname@example.org
Vice President and Director of Investments
612.617.6116 | email@example.com
Vice President, Financial Planning Resource Center
612.617.6137 | firstname.lastname@example.org
Austin2801 Via Fortuna
Austin, TX 78746