David Rae's Financial Planning Services

What to expect from Financial Plan from David Rae: 

- Your peace of mind will be our priority and we will put this priority ahead of all others.

- We will meet with you annually to adapt your plan to any life, business or financial changes that have occurred.

-We will continually study financial markets in order to provide you with the most substantive and current information available to keep you on track to reach your financial goals and keep your investment working for you as part of your financial plan.

- We will return your phone calls by the next business day.

-You will hear from us on a quarterly basis to evaluate our progress and address any questions you may have.

 - We will coordinate your legal and tax work among your various  financial tax and estate planning advisors or refer you to attorneys and CPA’s.

-We will develop a comprehensive written financial plan and specific recommendations within two weeks of our data gathering meeting.

 - We will provide you with an implementation schedule for these recommendations and assure that every strategy you choose to implement is in place.

- We are committed to gaining a true understanding of what is most important to you, and the people you care most about.

 - We are committed to listening to you and answering all of your financial questions.                                          

Contact David Rae, CFP^® to schedule your initial consultation, and see if it will be a good fit to begin working toward improving your financial future, and set you on the way to financial prosperity with a Financial Plan.

-David Rae  Certified Financial Planner

Vice President Investment, Trilogy Financial Services

Investment Advisor Representative, National Planning Corporation

(310) 756-0600 x7301

david.rae@trilogyfs.com

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