Helping you plan the right future!
Since 1997, we have helped create programs and portfolios to meet long and short term financial goals. Have questions about your investments, taxes, retirement, and/or estate planning?
I would be honored to complete a portfolio review for you.
Let's start with a conversation so I can dig in, really get to know you and understand your objectives. From there, I can formally breakdown your goals and determine if your current portfolio truly meets your needs. Then I'll recommend an investment strategy designed to meet your goals while honoring your risk tolerance.
Our goal is simple.--a commitment to ethics and integrity. Fully licensed and credentialed, you can count on unbiased recommendations and impartial guidance.
Planning is Art is a business and philosophy built around engaging with clients and creating plans to support their goals.
David began his investment career in 1997. He works with entrepreneurs and business owners throughout Texas, Oklahoma and Illinois.
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It is never too early to get started on your investment plans. Tell us more about your goals, and we will get you started on a plan to achieve them.
Monday - Friday: 8am - 5pm
Saturday - Sunday: By appointment
Copyright © 2021 PlanningIsArt - All Rights Reserved.
1212 Guadalupe St #306
512-609-8952
Securities and investment advisory services offered through NEXT Financial Group, Inc.,
Member FINRA/SIPC. https://www.finra.org/#/ and https://www.sipc.org/
Planning Is Art is not an affiliate of NEXT Financial Group, Inc.
To view NEXT Financial Group, Inc.’s privacy policy and other important information, visit the "Customers" section of www.nextfinancial.com.
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Financial Professionals associated with this site are registered to conduct securities business and licensed to conduct insurance business in certain states. Response to, or contact with, residents of other states will be
made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to
purchase brokerage services to persons outside of the United States.
PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites.
Neither NEXT Financial Group, Inc. nor its Representatives give tax or legal advice.
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