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 Clients Served
Business Owners, Successful Professionals and High Net-Worth Individuals
For more than 17 years, David A. Schneider, CFP® has been assisting business owners, successful professionals and high net-worth individuals in the implementation of customized, tax-managed financial planning solutions to achieve their financial goals as efficiently as possible. He is committed to helping you make appropriate financial decisions in the face of an ever-changing economic, tax, and investment planning environment. By combining expertise in the areas of investment analysis and management, retirement planning, employee benefits including stock options, retirement plans, insurance, and estate planning, he provides a comprehensive approach to meeting your needs.
Retirees or the Soon-to-be-Retired
With retirement lasting longer than ever before, healthcare costs soaring and today's volatile markets, retirees face real challenges. Using sophisticated financial modeling tools, David Schneider can help you develop a retirement investment and spending strategy consistent with your tolerance for risk that will enable you to enjoy your retirement without fear of running out of money.
Corporate Pension and Retirement Plans
David A. Schneider, CFP® understands the challenges you face as a business owner and is committed to helping you manage the many issues you must confront, including:
- Designing your 401(k) or other retirement plan
- Understanding your fiduciary duties and responsibilities
- Understanding the legal and regulatory environment impacting you
- Developing prudent investment policies, and
- Finding independent, trustworthy investment advice
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