REQUEST YOUR NO-COST COPY

How To Excel in Retirement is a comprehensive guide for those nearing or in retirement, blending practical financial information with personal anecdotes and professional insights. Drawing from years of experience in the financial services industry, the author offers valuable strategies and tips to help ensure a confident and financially stable retirement.

This book will help you:

Learn about tax strategies that can help minimize your taxation in retirement

Discover Social Security timing and claiming strategies to help maximize your benefits

Protect your hard-earned assets from market volatility

Approach retirement with eyes wide open and avoid potential risks in your current plan

David embarked on his journey in the financial services sector in 2011, initially serving as an assistant at two prominent firms before ascending to the role of financial advisor. Armed with a Series 65 securities exam certification and licensed in health and life insurance across Georgia, South Carolina, North Carolina, and Florida, David is committed to guiding his clients through the intricacies of retirement income and tax minimization planning.

In 2018, David laid the cornerstone of Clients Excel, driven by a vision to deliver unparalleled financial planning experiences to his clientele. His unwavering dedication stems from a profound desire to help equip individuals with the tools and strategies necessary to navigate retirement successfully, sidestepping potential pitfalls along the way.

At the heart of David's philosophy lies a steadfast commitment to the golden rule: treating others as he would wish to be treated.

Beyond his professional pursuits, David finds joy and fulfillment in his role as a husband to Mallory and father to two young daughters, Amelia and Ansley, alongside their cherished rescue dog, Oscar. 

Founder & Financial Advisor

While retirement may look different for each of us, we all have one thing in common: 

Planning for retirement can feel cumbersome and complicated. But it doesn't have to be.

In fact, "How to Excel in Retirement" was specifically written to address some of the retirement income planning complexities—diligent retirement savers just like you—would like to understand on a deeper level.

What are you doing to ensure your assets are insulated from the IRS? Do you want to know the Social Security timing and claiming strategies that can help you maximize your benefits? Does your current strategy protect your assets from market volatility and create tax-efficient retirement income?

If you want answers to any of the above,

Advisory services offered through CreativeOne Wealth, LLC, a Registered Investment Adviser. Clients Excel and CreativeOne Wealth are unaffiliated entities.

Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. 

Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.

Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment advice. By contacting us, downloading booklets, or attending events, you may be offered a meeting to discuss how our insurance and other services can meet your retirement needs. The presenters of this information are not associated with, or endorsed by, the Social Security Administration or any other government agency.

ARE-15157 | 23122-2023/6/16

Privacy Policy