Testimonials
David is a unique resource who was able to apply his own experience as a financial planning practitioner to our individual needs and create a game-plan to guide us in improvements to our infrastructure and in the service offering to our clientele.
Jeanne A. Robinson, CFP®
Doylestown, Pennsylvania
Dave was a fantastic resource to examine the resources available and which would best suit the needs of my new practice...
Sherida Ferguson, CFP®
Tampa, Florida
(He) covered everything from office layout, equipment, software, compliance, financial planning process, completeness, to valuation of my practice and ideas for putting into place a new partner plus session (succession) planning...
Sherwood White, CFP®
St. Petersburg, Florida
Dave has done an outstanding job with our firm. His initial financial practice evaluation was thorough and thought provoking. His ability to take the evaluation and follow through with an action plan to implement the recommended systems and procedures has been fabulous.
Daniel Goott, CFP®
Houston, Texas