David Boren, CFP®, CLU

I have surrounded myself with a professional staff and other industry professionals throughout my career. All of us are focused on helping you achieve your financial goals by identifying opportunities that are present and exposing the blind spots that will derail the best of plans.

For over forty years, I have been helping clients achieve the goals you set for yourselves and your families. As a Certified Financial Planner® practitioner, I use proven techniques to assist you in defining your goals and make the necessary, informed decisions that will help you reach them.

I couple comprehensive financial planning with my experience in the areas of risk and wealth management to guide you to establish effective strategies for dealing with the uncertainties that we all face. Those uncertainties include protecting those we love and are responsible for, planning for our children’s education, large financial goals such as a home or second home, planning for retirement, or how to exit a business.

My goal is to work with you and provide professional guidance on how to best handle your financial affairs. My passion is in educating clients and non-clients alike to be better managers of their assets in a way that increases wealth, reduces taxes, creates a secure retirement, and allows for the desired distribution of their assets.

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