Cash flow is a critical element to everyone's finances. With so many competing priorities for where money can go, Dave helps people ensure their cash flow remains uninterrupted during their working years, as well as in retirement so they can confidently enjoy life the way they want to.
There are many different strategies involving the proper balance between investments and protection that have a major impact on cash flow today and the future. Dave helps people find the balance that's perfect for them.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Foster Klima & Company, Inc is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License Number - 0L48677.