I was nervous walking into Dave’s office as this next part of our lives was a big step. I wasn’t sure we could afford to retire. Dave immediately put me at ease and told me he would work with me to create a plan that would meet our needs. Dave treated us, not just as clients, but, as friends and his expert financial advice has allowed my wife and me to relocate to Florida with the security our family was looking for. Dave exceeded all our expectations!

Norman B., Davenport, FL