Do you find Medicare confusing?

Do you want the truth about all the claims in the television commercials?

Are you worried about the value of your savings going down?

Do you want  to make sure your retirement income will last?

Do you want to protect your savings from wild swings in the market?

Do you want to make sure that your final wishes and expenses are taken care of for your loved ones?

I can help! Just pick up the phone and call me or send me an email with your contact information. 

Experience


I have been helping people gain a clear understanding of their options in order to determine what best suits their needs since 1995 .  In addition to assisting my individual clients, I work with employers to help educate their active employees as well as their retiree groups so that they fully understand their benefit options. I would be very happy to help you as well.

Strategy


Everyone's situation is different so the strategy we use to accomplish the results that you desire will be tailored, specifically, to you.  Some of the issues that will be considered in forming your personalized strategy are minimizing taxes, maximizing income, reducing or eliminating market risk, providing for your loved ones, and achieving whatever other goals are important to you. 


success


What is your definition? Will it change over time? We will review your situation at intervals that are comfortable for  you to make sure the strategy we have implemented is achieving the desired result. 

Given the work we will have done together to make sure that you have the best strategy in place for you, if you ever feel comfortable enough to let someone else in to propose something different to you, please let's get together so that you can have absolute confidence that you end up with the best possible plan for you...

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looking for a

solution?

Dave@DLMFS.net     

     608-692-8149

Hours by Appointment

Mailing Address:

10623 N Watts Springs Park Rd

Edgerton, Wisconsin