Dave’s professional education, the Chartered Financial Consultant curriculum, includes studies in Estate, Retirement & Investment Planning, Economics and Income Taxation. He conducts business throughout the Northwest, has served families and their businesses since 1980 and focuses on helping clients develop passive income strategies, allowing them more time to invest in family relationships and outside personal interests.

Dave invites you to a unique educational experience where thoughtful investors discover common, yet underutilized economic principles that can produce one or more additional layers of return on their assets and money.

Senior Baby Boomer’s Guide to RMDs

The First 3 Things You Should Know The most senior members of the Baby Boom generation turn 70 this year. …

Apr 22

For Starters…

So, are you tired of hearing about the economy already? Deficits, tax cuts, bailouts, recession, unemployment, on and on ad …

Sep 30