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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

 

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

 

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

 

Thursday, February 4, 2021

Click Here to See David's Latest Video Long Term Care Insurance Video - Things to Know

 

Wednesday, February 3, 2021

 

Wednesday, January 27, 2021

 

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Tuesday, January 26, 2021

The Value of Financial Planning

 

Friday, December 18, 2020

Are 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....

 

Monday, November 30, 2020

 

Monday, November 30, 2020

 

Monday, November 30, 2020

 

Monday, January 21, 2019

 

Monday, January 21, 2019

 

Friday, December 14, 2018

Tip: 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...