David G. Anderson, Financial Services Professional at Nylife Securities LLC

David G. Anderson, Financial Services Professional at Nylife Securities LLC Financial Services Professional offering products and services through NYLIFE Securities LLC I am not licensed in all jurisdictions.

I offer a variety of products that can help you meet your insurance and financial needs. These include, but are not limited to life insurance, retirement, and lifetime income strategies. I am an agent licensed to sell insurance through New York Life Insurance Company, TX Insurance License # 2533262. I am also currently licensed in AZ, IA, LA, OK, MN, PA, SD, and TN and may be licensed with various

other independent unaffiliated insurance companies. No insurance business may be conducted outside the states referenced. Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency, and a New York Life Company. Please contact me to help you fully analyze your needs and recommend appropriate solutions. Neither New York Life Insurance Company, nor its agents, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.

2600 Network Blvd
Suite 130
Frisco, TX 75034(469) 263-8328

10/28/2025

Asset allocation is the balance between growth and stability in your portfolio. It is how your money is divided among stocks, bonds, and cash, and it plays a bigger role in long-term results than most people realize.

Your mix should reflect who you are as an investor. Someone saving for retirement may need a different balance than someone focused on income or stability. And, as your financial life changes, your allocation should evolve too.

The goal is not to predict markets, but to stay invested with confidence through them. The right balance helps you do just that.

How balanced is your portfolio today?

10/23/2025

Your approach to money says a lot about you.
Some people are comfortable taking risks for growth. Others prefer knowing their savings are steady and secure. Neither is right or wrong. It’s simply your investor profile.

Your investor profile connects your goals, comfort level, and time horizon so your investments align with the life you want to build. If it’s been a while since you reviewed yours, think about how your goals or comfort level may have changed.

Life moves fast, and your plan should move with it. Knowing your investor profile can bring clarity and confidence to every financial decision.
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10/22/2025

Money doesn’t come with a roadmap, but your goals still need directions.

That’s where a financial advisor helps. Not just with investments, but with real-life planning: protecting what matters most, building confidence, and creating a clear path forward. Because wealth isn’t just what you earn. It’s what you plan for.

Ready to turn intentions into action? Let’s talk about your next step.

Like a crew team powering through rough waters, smart investing takes rhythm, focus, and avoiding knee-jerk moves. Stay ...
10/09/2025

Like a crew team powering through rough waters, smart investing takes rhythm, focus, and avoiding knee-jerk moves. Stay aligned with your long-term goals and keep moving forward. Explore strategies to help you stay on course.
https://bit.ly/3VXZchK

You’ve worked hard to save for retirement—now it’s time to make those savings last. More and more people are exploring w...
06/19/2025

You’ve worked hard to save for retirement—now it’s time to make those savings last. More and more people are exploring ways to turn part of their nest egg into guaranteed income.* June is Annuity Awareness Month, the perfect time to learn how New York Life guaranteed income solutions can help prevent you from outliving your money. Let’s talk about how you can turn your savings into lasting security.


*Source: 2024 Retirement Investors: Behaviors, Attitudes and Financial Situations. LIMRA 2025
**All guarantees are backed by the claims-paying ability of the issuer.

More than 4 million people will reach retirement age each year through 2029, and many won’t have a traditional pension t...
06/17/2025

More than 4 million people will reach retirement age each year through 2029, and many won’t have a traditional pension to rely on.* June is Annuity Awareness Month, a great time to explore solutions for dependable income in the years ahead. DM me to discuss how an annuity can provide guaranteed income for life**.



*Source: 2024 Retirement Investors: Behaviors, Attitudes and Financial Situations. LIMRA 2025
**All guarantees are backed by the claims-paying ability of the issuer.

Dealing with the loss of a loved one is already difficult enough. The SECURE Act also changed many of the rules for IRA ...
05/22/2025

Dealing with the loss of a loved one is already difficult enough. The SECURE Act also changed many of the rules for IRA beneficiaries. Not sure where to start? Send me a message—I can walk you through the changes and help you avoid costly mistakes.

Rules for Required Minimum Distributions (RMDs) just got friendlier. Based on new changes to SECURE 2.0 Act some clients...
05/20/2025

Rules for Required Minimum Distributions (RMDs) just got friendlier. Based on new changes to SECURE 2.0 Act some clients can now use annuity income to offset other RMDs distributions from other non-annuitized qualified retirement accounts. New York Life is here to help make annuity conversations easier. Let’s connect to see if this strategy makes sense for you.

Small businesses are the backbone of our communities, driving innovation, creating jobs, and making a lasting impact. Th...
05/10/2025

Small businesses are the backbone of our communities, driving innovation, creating jobs, and making a lasting impact. This month, let’s celebrate and support the local entrepreneurs who make a difference every day!

You’re building something great, and I’m here to help you protect it. This Small Business Appreciation Week, let’s conne...
05/08/2025

You’re building something great, and I’m here to help you protect it. This Small Business Appreciation Week, let’s connect to explore ways to support your team and strengthen your business for the future.

Small Business Appreciation Week is here—a perfect time to reflect on how you’re supporting your team. From employee ben...
05/06/2025

Small Business Appreciation Week is here—a perfect time to reflect on how you’re supporting your team. From employee benefits to long-term business protection, I’m here to help you explore tailored solutions that align with your goals.

The best time is now! Your future self will thank you for the steps you take today. Retirement isn’t just about stopping...
04/15/2025

The best time is now! Your future self will thank you for the steps you take today. Retirement isn’t just about stopping work—it’s about securing the lifestyle you want and deserve. During let’s start building a strategy that helps you retire with confidence.

Address

Frisco, TX
75034

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm
Saturday 8am - 12pm

Telephone

+14692638328

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