I'm David Cutshall, your financial professional in the Sioux Falls and Brookings, SD area. With most things in life, the key to achieving your long-term financial goals is planning. As a Certified Financial Planner (CFP) with almost 30 years' experience in financial services, I understand that individuals face unique challenges as they prepare for retirement.
My specialty is ensuring that you never run out of money in your retirement years. I'm here to help you identify your financial needs and determine which financial products will meet your objectives. Your purpose may be a secure retirement, funding your children's college education, or protecting your family during the working years.
My specialty is ensuring that you never run out of money in your retirement years. I'm here to help you identify your financial needs and determine which financial products will meet your objectives. Your purpose may be a secure retirement, funding your children's college education, or protecting your family during the working years.
Services
My independent business model ensures I have the autonomy and discretion to put you at the center of all investment strategies and business decisions. Just as I stand behind you to help you pursue your financial dreams, I have teams standing behind me and supporting my business. These firms also strengthen my relationship with you by providing the resources I need to better serve you.
Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that's designed to address your individual situation. From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming.
Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
Where will your retirement money come from? If you're like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.
Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out - even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.
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