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Free Downloads and Information including our Brochure called The Value of Financial Planning, a Sample Financial Plan and some of our favorite Quips and Quotes from Social Media
Video - Set Up Your SSA.gov Account Today - Here's Why

A 1.5 minute video discussing the importance of setting up your Social Security Administration Account - SSA.gov account by David Lopez CLICK HERE -- Why You Should Set Up Your Social Security Account
Read MoreVideo - The Roth IRA, Key Points and Benefits

A quick 1.5 minute video where I explain the key points and benefits of the ROTH IRA https://youtu.be/vxrS_No_lbM
Read MoreNEW VIDEO Long Term Care - Things to Know

Click Here to See David's Latest Video Long Term Care Insurance Video - Things to Know
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Value of Financial Planning - Download (Click Below)

The Value of Financial Planning
Read MoreSample Financial Plan
Friday, December 18, 2020Are you curious as to what is included in a Financial Plan? Click below to see a sample of a fictitious client's Financial Plan. You will see that the Financial plan takes into account many many factors and is quite comprehensive....
Read MoreIF IT SCARES YOU IT MIGHT BE A GOOD THING DAVID LOPEZ ZIPLINE CANCUN XPLOR
Monday, January 21, 2019Read More
9 Facts about Social Security
Friday, December 14, 2018Tip: How Much? Check your Social Security earnings and see an estimate of your benefits on the website, www.ssa.gov. Social Security’s been a fact of retirement life ever since it was established in 1935. We all think we know how...
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