I work to give my clients peace of mind and a clear plan for the future. That includes helping with health and life insurance, clarifying Medicare options and evaluating retirement planning tools. I help individuals, families and businesses with a wide range of goals and budgets because everyone deserves to feel financially secure.
My process starts with discovering your goals and thoroughly assessing your situation. We can review your existing insurance coverage or start from scratch with any questions you have. You will have everything you need to make well-informed decisions.
As an independent advisor with Futurity First, I provide truly objective guidance. Rather than just offer a few solutions, I can access FFIG’s massive portfolio including many of the top names in the industry. You will get a customized plan tailored to your specific needs.
I enjoy being an active part of our community helping local neighbors secure their future. In my free time, I enjoy golfing and traveling.
Rutgers University, BA – Business Administration
Certified Financial Planner (CFP®), The American College
Chartered Advisor for Senior Living (CASL), The American College
Series 6, 7, 63, and 65 FINRA securities registrations
Life and Health Insurance Licenses
Talk with David
At Futurity First, we want to make sure you receive the attention and service you need as soon as you require it. Even if you already have insurance, it’s a good idea to re-assess your coverage. Our community-based agents provide an objective review of your needs making sure you have the right coverage for your family or business. Let’s talk.