This site is dedicated to our clients and the pursuit of their goals and values in order to help them lead successful and complete lives.

There are five basic pieces to a successful life: Mental Health, Physical Health, Relationship Health, Spiritual Health and Financial Health. All aspects of your Health are connected like a puzzle. There is a relationship between what I do in helping people lead financially healthy lives and its impact on their Mental Health, Physical Health, Relationship Health and Spiritual Health. Please click here to read our Mission Statement.

As you visit my site, you may be surprised that there is little financial information. This is because when I work with individuals to help improve their financial health, they delegate that part of the puzzle to me. The information that you will find here is about myself, my associates, the services we offer and the other areas of your “Health” that cannot be delegated. If you are looking for articles on the latest and greatest tax strategies, fancy on-line financial calculators or hot investment tips, you have come to the wrong place. However if you want to gain insight on how you may improve all aspects of your “Health” by delegating the financial piece of the puzzle, then click on.

David is licensed to do business in the following states: CA, DE, FL, GA, IL, MN, NC, OH, PA, SC, TX, VA and WV.