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Videos and articles regarding the critical decisions investors make with their 401k.
Videos and articles regarding the critical decisions investors make investing in the stock and bond market.
Videos and articles regarding the critical decisions investors make during their peak earning years as they prepare for retirement.
David Dunn works virtually with clients across the countryto help them pursue their financial goals
David’s aim is to make complex things simple so that greater clarity increases confidence in the financial decisions each one makes over their lifetime. Read More
Financial planning is a not an event. It is a process that takes place over your lifetime. David works hard to foster confidence by anticipating your needs, develop contingency plans, manage risk exposure, minimize taxes, and help you work toward your financial objectives.Learn More
“It ain’t what you don’t know that gets you into trouble. It’s what you know for sure that just ain’t so." Mark TwainSmart investing shouldn’t perplex, puzzle, or confound. David's data-driven strategies may help you avoid even the deepest of pitfalls.Learn More
The Wealth Management service is a combination of the Investment Management service and Financial Planning service.Learn More
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Curated articles, videos, and more, for a financially savvier you.
Navigating the ins and outs of Social Security can be confusing. Luckily, we're here to help. This Ebook has the tools you need to get started developing your Social Security strategy.
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