My name is David Mann. Welcome to my Web site. As a Securities America investment professional and active member of my community, I am dedicated to helping individuals and businesses build their financial futures. To stay on top of my field and develop my professional skills, I've regularly attended industry training and certification programs.
My education and experience have fostered my practical approach to offering financial services to my clients. Rather than just recommending a hodgepodge of unrelated products, first I will consider your specific financial goals and investment objectives. Working together, we'll work together to help you achieve your goals.
My education and experience have fostered my practical approach to offering financial services to my clients. Rather than just recommending a hodgepodge of unrelated products, first I will consider your specific financial goals and investment objectives. Working together, we'll work together to help you achieve your goals.
Services
The financial process at Mann Financial Service and Securites America begins with an in-depth evaluation of your current financial situation. Once we've established your objectives, we will focus on your specific goals. With changing economic conditions and market swings, we advocate investing sensibly over the long run and maintaining an adequate level of insurance coverage.
Wealth creation and preservation is the primary focus of Mann Financial Services and Securities America. Without proper preparation and periodic monitoring, wealth can be eroded by inflation, economic downturns, taxes, life's uncertainties and natural calamities. Financial products serve as a medium to help you realize your objectives.
Securities America is a leading provider of investment products - annuities, mutual funds, college savings plans. Mann Financial Services has been in place the last 8 years, and I went directly into the insurance business 18 years ago after earning my bachelor's degree in communications from Arizona State University.
The key to planning your future is an open line of communication between us. Help me understand how best to help you. Know each other. Please call me to set an appointment to review your individual circumstances, so we can discuss the products and services that may be most appropriate for you. Tell me about yourself.
As you prepare for our initial meeting, consider the topics discussed in these brief summaries and how they relate to your long- and short-term financial goals. Imagine waking up on your first day of retirement. What will you do all day? Play golf? Romp with the grandkids? Go sailing or take a trip?
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