Meet David, a seasoned financial advisor with over 30 years of experience specializing in retirement planning and insurance. Based in Meridian, Idaho, David partners with American Senior Benefits (ASB) to provide personalized financial solutions for those approaching retirement. He offers expert guidance in areas such as Medicare, financial asset protection, and long-term care. With a degree in Financial Management and past roles including bank branch manager and credit union executive, David's deep understanding of the financial industry makes him a reliable protector of your assets and interests.
Beyond his professional role, David is deeply integrated into the Meridian community, embodying its warm and welcoming spirit. Married to Carolyn for 30 years and a father to nine children, he enjoys camping, traveling, and musical theatre with his family, reflecting his commitment to community and family values. Whether you are pre-Social Security age or navigating the complexities of Medicare and Social Security, David is dedicated to ensuring your retirement planning is both secure and tailored to your needs. Reach out to David today to ensure a financially stable and optimistic future.
Accelerated Debt Elimination
We are not consumer credit counseling. We do no refinance debt. We help completely eliminate debt using insurance products. We show our clients how to pay off all their debt, including the mortgage, in less than 9 years on average, without spending more than they are right now.
LICENSED INSURANCE PROFESSIONAL
Meet David, a seasoned financial advisor with over 30 years of experience specializing in retirement planning and insurance. Based in Meridian, Idaho, David partners with American Senior Benefits (ASB) to provide personalized financial solutions for those approaching retirement. He offers expert guidance in areas such as Medicare, financial asset protection, and long-term care. With a degree in Financial Management and past roles including bank branch manager and credit union executive, David's deep understanding of the financial industry makes him a reliable protector of your assets and interests.
Beyond his professional role, David is deeply integrated into the Meridian community, embodying its warm and welcoming spirit. Married to Carolyn for 30 years and a father to nine children, he enjoys camping, traveling, and musical theatre with his family, reflecting his commitment to community and family values. Whether you are pre-Social Security age or navigating the complexities of Medicare and Social Security, David is dedicated to ensuring your retirement planning is both secure and tailored to your needs. Reach out to David today to ensure a financially stable and optimistic future.
It’s confusing! We do a great deal of teaching on this subject, so our clients understand the key elements they need, to make informed decisions regarding their healthcare options.
We help our clients protect their financial assets by enrolling them in programs which will allow them to receive gains, take no losses, and will guarantee them a lifetime income. It’s all about safety and guarantees!
We are not consumer credit counseling. We do no refinance debt. We help completely eliminate debt using insurance products. We show our clients how to pay off all their debt, including the mortgage, in less than 9 years on average, without spending more than they are right now.
Using insurance to cover some or all the costs of long-term care provides continued freedom of choice as well as additional asset protection.
Whether the goal is to provide a legacy or simply cover final expenses, we have many excellent options from highly rated, long-standing insurance companies.
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