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David A. Wismer III, CFP®
1155 Kelly Johnson Blvd. #111
Colorado Springs,
Colorado
80919
Phone: 719-531-6276
Fax: 719-531-9025
LPL Branch Office
503 North Main Street, Suite 326
Pueblo,
Colorado
81003
Phone: 719-546-1778
Fax: 719-546-3906
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Comprehensive Investment Planning
Investments, taxes, insurance, estate planning: the list of financial concerns and considerations facing you today is seemingly endless. And there are no easy answers.
I am in the business of helping my clients meet all of their financial challenges. I do this by using a total wealth management approach. Each area is important individually, but managing them all collectively is one of the most important considerations in your overall financial success.
My approach can help you invest conservatively, reduce your exposure to taxes, meet your insurance needs, and provides a plan to successfully transfer your wealth to your children and grandchildren. Among my financial offerings are:
- Managed asset plans - for professional fee-based portfolio management through Linsco/Private Ledger.
- Retirement planning - to design an investment strategy to help you meet all of your retirement goals.
- Investment portfolio analysis - to keep you informed of how your investments are performing, and to make adjustments as needed.
- Annual portfolio review - to review your current holdings and help you make any necessary changes or adjustments.
- Estate planning - for preservation of wealth from generation to generation.
- Strategic Asset Management (SAM) - providing you with fee-based asset management through Linsco/Private Ledger, a Registered Investment Advisor. Access to over 3,500 mutual funds, as well as individual stocks and bonds.
If this method of meeting your financial needs sounds appealing, I invite you to spend some time exploring my linked website. I also welcome the opportunity to hear from you. If you have questions about your financial situation, please do not hesitate to call or email me.
Securities Offered Through Linsco/Private Ledger. A Registered Investment Adviser. Member NASD/SIPC
Please email us or visit our website for additional information.
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