Don has been a financial service professional for over 26 years.For the last ten years he has worked primarily with high net worth clients, helping them manage the full range of issues that are important to them: asset allocation, income planning, gifting strategies, and estate planning.As a student of market history and an avid reader, Don has long been considered a resource for market analysis by both clients and peers.
Services
As a financial advisor, Don focuses on the following areas:
Asset Allocation
Estate Planning
Gifting Strategies
Income Strategies
Sector Analysis
This information is not intended to be a substitute for specific individualized tax, legal or investment planning advice.
Investors should be aware that investing based upon strategies or models does not assure a profit or guarantee against loss. With any investment vehicle, past performance is not a guarantee of future results.
Securities offered through Royal Alliance Associated, Inc., Member FINRA/SIPC.
Advisory services offered through Focus Financial Network, Inc., a registered
investment advisor.
