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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