Work With Dave

If you are looking for a no-nonsense approach to investing and financial planning, then we may a good fit for each other. I own two companies:

  1. Anthony Capital, LLC–a fee only registered investment advisor firm that specializes in retirement income planning, financial planning, and and investments utilizing FBIAS: Fact-Based Investment Allocation Strategy portfolios.
  2. Side by Side Quotes.com, LLC--a independent insurance agency that provides unbiased, side by side comparisons of life insurance, annuity, long term care, and Medicare policies.

Take a minute or to read about the types of people that benefit the most from what I do, what I charge, and the benefits of having a optimized and comprehensive financial plan.

 

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out /  Change )

Google+ photo

You are commenting using your Google+ account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s