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 and to reach you financial, goals is in on 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

Help Keep Your Estate Out of Probate

Anyone who has seen an estate go through probate knows that it's the legal equivalent of having a tooth pulled. But just like tooth decay, probate may not be entirely avoidable.

Protection from a Range of Liability Claims

It's projected that American companies will face $183 billion in tort costs in 2011, and $152 billion of that will land on the books of small businesses. Fortunately, there are several forms of business liability insurance that can help offset these unforeseen costs.

Rising Popularity of Roth IRA as Retirement Vehicle

Investment in the Roth IRA has been growing dramatically. Fueling the growth of this popular investment vehicle are tax-free distributions in retirement and no mandatory withdrawals due to age. Compare the trade-offs of Roth IRAs with traditional IRAs, including eligibility limitations, annual contribution limits, and withdrawal considerations.

HOT TOPIC: Understanding the Three New U.S. Trade Agreements

Congress recently approved trade agreements with South Korea, Columbia, and Panama. They are the first U.S. trade agreements in four years. This article examines the pros and cons of the agreements and how they may stimulate the U.S. economy.

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