David Rae: The Cerfified Financial Planner to help you reach your financial goals!

Advisor wth Heart to help Position you for Prosperity.

Welcome to my financial planning site, where you’ll find a wealth of information  relevant  to forming a comprehensive financial plan to help you reach your most important financial goals.   You will also find information about myself and many of my philanthropic endeavors.

I am excited to announce I have won an "Advisor With Heart" Award from the 31st Annual Registered Rep Altruism Awards.  Click Here to Read Article

Check out my latest article as Designated Investment and Financial Advice Columnist for Echelon Business Magazine

 "Retirement Rollercoaster Ride"



 In these difficult times the value of working with with a skilled Certified Financial Planner (CFP) like myself  to help you pursue your financial goals is unmeasurable.   With the resources I make available to you as my client,  important information to help you properly manage your investments, insurance, tax planning, estate planning to help you reach you financial, goals in one place.

Be sure to add our site to your list of "favorites" in your Internet browser. I frequently update this information, and I wouldn’t want you to miss any developments in the area of personal finance.

Experience the Difference, see how my dedication, drive, and integrity can help you be better positioned for prosperity.

Feel free to contact me if you would like to  review your financial situation- including your invesments, protection, tax and estate planning and to see how I strive to help you reach your financial goals.

-David Rae CFP®

Vice President of Investments, Trilogy Financial Services

(310) 756 0600 x7301

david.rae@trilogyfs.com

 

 

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Newsletters

Is Your Business Ready for a Structure Change

Periodically, business owners may want to reconsider whether their current business structure is meeting the needs of their companies. For business owners seeking to expand their operations and reduce their exposure to risk, a popular entity has been the limited liability company. This article describes some additional benefits associated with LLCs.

HOT TOPIC: Could High Oil and Gas Prices Derail the Recovery?

Gas prices began the year higher than normal and increased sharply. The forecast is for prices to rise to record highs by summer. But it’s not just drivers who are feeling pain at the pump. This article will explain some possible reasons why gas prices have been rising and discuss the potential implications for consumers, businesses, and the broader U.S. economy.

Another Year, Another AMT Patch

The 2010 Tax Relief Act adjusted AMT exemption levels for 2010 and 2011 to help prevent an estimated 21 million middle-income taxpayers from being subject to the alternative minimum tax. Will Congress enact another patch for 2012?

Retaining MVPs with Executive Bonus Life Insurance

An economic recovery is likely to bring more job opportunities to top performers, but it could prove costly for businesses to replace productive employees who decide to leave. An executive bonus plan funded with cash-value life insurance can be used to reward and retain an organization's most valuable employees.

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