David P. Schaeffer
/
Financial Advisor in Scottsdale, Arizona
Holistic retirement planning. We reveal the rules so you can win! We educate then facilitate. Learn about the five areas that most affect your life in retirement. With over 17 years serving clients, we are her to help with; Lifelong savings, Medicare, and creating a comfortable retirement.
Specialties
401K Consulting
Annuities & Life Insurance
Asset Protection
Comprehensive Financial Planning
Disability Income & Long Term Care Insurance
Estate Planning
Holistic Pre And Post Retiement Planning Including Medicare Plan
IRA
Retirement Distribution Plan
Retirement Planning
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