Eastside Financial Planning

AXA Group is a worldwide leader in financial protection and wealth management. AXA's operations are diverse geographically, with major operations in Europe, North America and the Asia/Pacific area. In the United States, AXA is represented through its holdings in AXA Financial, Inc. and its subsidiaries: AXA Equitable Life Insurance Company, AXA Advisors, LLC, AXA Distributors, LLC, and Alliance-Bernstein, L.P.

I help families and business owners design and implement a financial plan based on their values and goals. Having a financial plan means that you have a specific strategy for each of your needs and goals. Imagine knowing that you have a strategic plan for everything that you want to accomplish; Financial Independence, College Funding, Asset Allocation, Wealth Management, Estate Planning, Charity Work and Travel, just to name a few. Having a sound financial strategy can give confidence and security.

In our complementary first meeting, myself and one of my senior business partners:
• Discuss and clarify what is important to you
• Identify your goals and what they mean to you and your family
• Detail what it will take to help accomplish those goals
• Take an inventory or your current holdings and your experience with them
• Take your "blood pressure" on risk and volatility
• Summarize specific strategies that can help improve your financial health

At the end of our first meeting we will learn enough about each other to know if there is a good fit for us to work together. Look forward to meeting with you.

You may think all investment firms are the same. However, Edward Jones has made a conscious decision to serve you, the individual investor, differently. It's more than lip service. See for yourself how this approach can help make a difference for you and your family. Our firm was built on a foundation of priciples that help guide us every day. We make every effort to build one-on-one relationships with you, our client, offering personalized attention and financial guidance. We work with retirement plans, IRA'S, Roth IRA's, Paying for Education, Stocks, Bonds, Mutual Funds, Life Insurance, Rollovers and many other investment tools that help get you to where you want to be. Remember we are always doing what is right for the client! I look forward to meeting you.

Our Mission:
Generational Wealth Partners is centered on creating value for clients and representatives through an uncompromising commitment to financial literacy. We focus on paradigms that are based on the same economic principals used by banks, brokerage firms and insurance companies, which inherently are all in the business of banking. Our concentration is on creating a mutually beneficial position which supersedes the broken, one sided risk/reward system that is most prevalent in our financial world today. Generational Wealth Partners endeavors a truly win/win solution for the consumers, distributors and institutions. We believe this philosophy represents the true meaning and nature of mutuality.


Our Purpose:
Our purpose is to empower our Clients to maximize and preserve their personal and business wealth, while at the same time, protecting their quality of life, income, and assets from the devastation caused by death, disability, and/or lawsuit.

I help people of integrity pursue financial peace. It is critical today that you have a life-long, comprehensive financial plan. Who will help you create one? Who will help you implement it consistently over the years? Who will encourage you and be looking out for you? With volatile markets, the rising cost of living, and the increasing need for careful asset management, you need someone by your side to avoid pitfalls and take advantage of opportunities. Call David -- Excellent financial consulting for people with other things to do!