Watch This Video
To Learn How To Plan for Your Financial Future
Would you like help creating a financially-confident retirement? Ask David Conner. He has the expertise to help you enhance your financial position, achieve financial growth, and lay the groundwork for retirement income while managing the risks that come with it.
“My firm’s mission,” David says, “is to provide you with personalized service from our diversified team of associates to help you achieve your financial goals. We strive to form long-lasting relationships based on mutual trust and respect. We are passionate about helping clients avoid unnecessary risk with their hard-earned retirement assets.”
David graduated from the University of North Carolina at Chapel Hill in 1988 with a double major in Economics and Political Science, and has the in-depth knowledge of financial issues that comes from over 32 years of professional experience. His experience and education enable him to assist retirees and pre-retirees with needs ranging from retirement and estate planning to long-term care strategies. His services encompass helping clients maximize Social Security benefits and correlating those benefits with other assets.
David’s professionalism has earned him numerous honors, including membership in the Million Dollar Round Table’s Top of the Table, considered the standard of excellence in the financial services industry. A greater tribute to him, though, is his firm’s loyal, growing clientele.
Away from work, David serves the community through his church and numerous civic organizations. He enjoys golfing, skiing and, above all, spending time with his wife and five children.
Schedule An Appointment For Your Complimentary Financial Checkup
In this checkup, you’ll discover…
- How long your current savings could last in retirement.
- Options to make your money work for you.
- How to help optimize your social security benefits.
- How you could implement tax-efficient strategies.
- Strategies to help ensure you never run out of money in retirement.
OUR MISSION
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Contact Us
Still have questions about your financial future?
Our team is here to help. You’re one click away from expert answers to your most critical retirement questions.
Address:
David L. Conner
3302 S. New Hope Road
Suite 100-D
Gastonia, NC 28056
Phone:
704-869-8102
Website:
www.retiretag.com