there are three general stages that most people fall into when planning for retirement. these stages are early earning years, higher earning years, and retirement. each stage can be equally important to the overall plan for each person. one way i help people, up to and through retirement, is with my wealth and legacy blueprint program. one issue i commonly see is people don't know how much they want or need in retirement. through this program i can help someone identify a goal, show some realistic predictions, and stay on track. how do i do this? well i invite you to learn more about this program by clicking the button for individual investors. at the end, should you desire more information you will have the opportunity to book complimentary consultation with myself. Thanks for your time and i look forward to speaking to you soon.
*David Salley offers products and services using the following business names: Salley Wealth Management – insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC– securities and investments | Ameritas Advisory Services (AAS) – investment advisory services. AIC and AAS are not affiliated with Salley Wealth Management or any other entity mentioned herein. Products and services are limited to residents of states where the representative is registered. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative. Read it carefully before you invest or send money. A representative will contact you to provide requested information. Representatives of AIC and AAS do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation.
Check the background of Ameritas Investment Company, LLC. or this investment professional on Finra's Broker Check.
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