David Bournival, MBA, AAMS, AWMA

David Bournival, MBA, AAMS, AWMA Serving individuals,families and business owners since 2003. Putting together a strategy to help meet your financial objective doesn’t have to be a chore.

I can help you take greater control of your financial future and develop personal and business strategies to help achieve your goals—whatever they may be.

Address

395 Main Street, Suite 5
Salem, NH
03079

Telephone

(603) 458-7973

Website

Products

• 401 (k), 403 (b), SEP & Simple IRAs
• Annuities (Variable & Fixed)
• Asset Allocation
• Business Continuation Strategies
• Business Overhead Expense
• Buy-Sell Agreements
• Buy-Sell Review
• Charitable Giving
• College Funding Strategies
• Deferred Compensation Plans
• Disability Income Insurance
• Estate Planning
• Executive Benefits Strategies
• Financial Needs Analysis
• Income Protection
• Informal Business Valuation
• IRAs (Traditional & Roth)
• Key Person Insurance
• Long-Term Care Insurance
• Mutual Funds
• Pension Plans
• Retirement Planning
• Salary Continuation
• Supplemental Retirement Income
• Survivor Income
• Tax-Deferred Savings
• Term Life Insurance
• Universal Life Insurance
• Wealth Accumulation
• Whole Life Insurance

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