Plan today. . .
for what you love to do Tomorrow
Dave's coaching style and financial planning experience sets him apart in today's industry. With over 40 years in the financial and business world, he not only brings seasoned insight - what truly differentiates Dave is his ability to understand the tax implications behind every financial decision. His many areas of expertise are: Financial & Estate Planning, Business Planning, Tax Planning & Preparation and Insurance needs.
I am a Chartered Financial Consultant, Chartered Life Underwriter, and a Licensed Tax Preparer with the IRS, enrolled in their annual filing program.
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I am a life and qualifying member of the Million Dollar Round Table, Court of the Table, and Top of the Table.
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I am an avid golfer, alpine ski racer and outdoorsman. I bought my grandfathers farm in 2005 and created Easton View Outfitters. I turned my passion of hunting into a farm/ranch where we provide hunting experiences as well as Airbnb stays.
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"Dave is incredibly knowledgeable and business savvy. . . I call him THE WIZARD! He's also a fascinating guy to work with! His financial and tax advice is the best you can get."
Life insurance isn't something you buy when everything falls apart. You buy it when life is good --when it's affordable and you qualify. Because the hard truth is this: the moment you actually need life insurance, you can't get it. Planning ahead is an act of love.
Our goal is to help you minimize your tax liability and coach you on strategies to get there.
Your plan starts with your story. We take the time to understand your goals and values, then craft a financial and estate strategy tailored to you. By factoring in the tax impact of every decision, we provide well-rounded guidance that helps you grow and protect what matters most.