Our Services

Services for Individuals:

Financial Planning-As a CFP(R), Dave creates a personalized financial plan with you to serve as blueprints to the financial house that is built.  Components of the plan include:
Retirement Planning- whether you are 30 or 70, retirement is a process, not a destination. We'll help you design the blueprint and build and monitor the plan.
Estate Planning- there are many changes in estate planning due to changing tax laws. Find out the latest strategies on how to keep more of what you earn for yourselves and your families.
Income Planning- no one retires on a lump-sum of assets. Rather, they retire on the income that those assets generate. But how do you get that income? Do you buy CD's or Treasuries? Corporate bonds or REIT's? The answer can mean literally thousands of dollars per year in gained income. We'll look at your needs and design the best plan to turn on that income spigot.
Risk Management- We believe that insurance doesn't need to be a financial burden for a family. We work with our clients to design an insurance plan that covers them adequately without breaking the bank. Whether it's term, variable universal or whole life that you're evaluating, we'll do our best to get you the coverage you need at a price you can afford.

Services for Businesses:
Qualified Retirement Plans- We specialize in retirement planning. David has earned the title of Chartered Retirement Plans Specialist from the College for Financial Planning in Denver. We can assist you in the design, implementation and service of your new or existing plan. Unlike most providers, we stay with you after the sale. We visit your business at least once per year to educate your employees and keep the plan compliant with 404c regulations.
Non-qualified Executive Compensation plans. Need to reward the top people in your company? How about a NQEC plan for your business. We can help.
Group-health insurance quotes are available through an affiliate company. Call for details.
Group Life Insurance- Looking to provide an inexpensive benefit to your employees? How about a group life insurance program through your company? Call us for details.

Securities offered through Multi-Financial Securities Corporation (MFSC) member FINRA/SIPC. Fairway Financial Services, Inc., otherwise unaffiliated with MFSC.