Financial & Retirement Planning

David Black is a Certified Specialist in Retirement Planning and Certified Public Accountant with over 40 years experience in providing sound financial planning for personal and business protection.

When should you plan for retirement? START PLANNING TODAY! Research indicates that many older people may have saved too little to maintain their life style during their golden years. And, as your life style changes, so should your retirement plans. You should consider your objectives, tax consequences, how much you would like to leave to future generations and what philanthropic causes are important to you. We will take care of the rest.

Financial Planning for your business is just as important. A Financial Plan protects your business and allows you to be secure in its success.