Educating consumers about the financial planning process and the strategies available to help them achieve their financial goals. We have helped individuals and couples, at all economic levels, to achieve their financial and long-term goals and enjoy retirement by working hard and smart, and being ready for them when needed.
David C. Gibson, CFP is an Investment Advisor Representative, a holder of the CFP Certification with the Board of Standards in Washington, D.C., as well as an Ed Slott Elite Advisor who teaches and speaks to audiences nationally, with 28 years of financial advising experience.
David C. Gibson, CFP is an Investment Advisor Representative, a holder of the CFP Certification with the Board of Standards in Washington, D.C., as well as an Ed Slott Elite Advisor who teaches and speaks to audiences nationally, with 28 years of financial advising experience.
Services
Includes reviewing your current asset allocation to insure your plan is diversified and accomplishing your goals. Includes assistance with living trust and other will substitutes that help avoid probate and estate taxes. Includes reviewing policies and beneficiary designations to insure proper distribution to heirs.
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