Testimonials


David,

I just wanted to drop a line to thank you for your advice over the last 2 & a half years. I have been cash-flowing my income through my mortgage accelerator with tremendous results. Maybe even more exciting is the retirement planning we have done. The equity indexed policy I started in July of 2009 has just been amazing! I have received 2 annual statements with the returns being surprisingly high. My return from 7/2009 to 7/2010 was 32.82%. My return from 7/2010 to 7/2011 was 16.48%. I could not ask for more, especially knowing that I am protected from losses in a negative market. Please feel free to use this correspondence as a testimonial for any potential clients you may be working with. People would be doing themselves a big favor by working with you! Thanks again David.

Regards,

Mark NanNess
Wasilla, AK

My husband and I are so glad that we are maximizing our finances using the concepts presented in Dave's book "Stewardship on Steroids." I highly recommend utilizing Dave's expertise in not only investing for the future but also for rapid debt reduction. There is nothing like the freedom that comes from being educated in ways to manage finances, and the peace of mind knowing that you have an honest financial strategist to work with!


Ron & Sharon Hayes
Yuma, AZ