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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
Wednesday, March 10, 2021
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
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Video - The Roth IRA, Key Points and Benefits
Wednesday, February 24, 2021
A quick 1.5 minute video where I explain the key points and benefits of the ROTH IRA https://youtu.be/vxrS_No_lbM
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NEW VIDEO Long Term Care - Things to Know
Thursday, February 4, 2021
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)
Tuesday, January 26, 2021
The Value of Financial Planning
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Sample 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....
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IF 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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