Our retirement planning and wealth management services include:

In addition to the experience in our office, we tap into a network of local and national professionals who we believe can help solve virtually any client challenge.

Financial & Retirement Planning 

These retirement accounts and qualified plans can make up the bulk of your retirement nest egg. Don’t make a big mistake that can be avoided. Our process can help you save on taxes and get more from your current retirement accounts.

Investment Management 

Do you believe it’s prudent to manage risk? We use investment processes to avoid the speculation that’s so prevalent in the financial industry.

Estate & Wealth Transfer Strategies 

It’s important to minimize the share Uncle Sam gets upon transferring your wealth to the next generation. David Gandossy, LLC offers custom strategies to help you develop your overall family wealth plan with tax planning, estate planning and wealth transfer strategies.

Risk Management & Insurance Planning 

Wealth brings risks that are often unforeseen. We provide assistance in selecting investments, insurance products and other suitable tools to help mitigate these risks.

IRA, 401(k) and Social Security Management 

These retirement accounts and qualified plans can make up the bulk of your retirement nest egg. Don’t make a big mistake that can be avoided. Our process can help you save on taxes and get more from your current retirement accounts.

Wealth Management 

A personalized wealth management plan can provide clarity of purpose, save on taxes and create the appropriate investment strategy. It can simplify your life and improve your confidence in your financial future.

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The Five Step Retirement Planning and Investing Process