David Waldrop

Background

About David Waldrop

As a CERTIFIED FINANCIAL PLANNER® professional for over two decades, I know that retirement planning and taxes can be confusing and intimidating.As a fiduciary advisor, you can be assured that your interests will ALWAYS come first.With my straightforward guidance, you can have a plan designed around YOU!How I can help you: Investment Management - I provide independent investment advice and am held to the fiduciary standard when advising my clients. I have no financial products to sell and never receive commissions for the financial and investment recommendations I make. Financial Planning - Getting your financial and investment questions answered doesn't always require a 50 page financial plan. We can provide financial planning services targeted to your specific needs or develop a comprehensive financial plan. Tax Planning - Taxes touch every part of your financial life. We can demystify the world of income taxes and help you understand this important piece of your financial picture.Specialties: IRA, Roth IRA, 401(k), 403(b), Inherited IRA, SEP IRA, Individual 401(k), SIMPLE IRA, Defined Benefit Plans, Profit Sharing Plans, Cash Balance Plans, Coverdell ESA, 529 College Savings Plans, UTMA, and Trust Accounts.