David Beard - Regional Vice President

06/26/2024

Not saving enough for a comfortable retirement or just unsure of what you should be putting aside? I’m here to support you on your financial journey. Let’s work together to get you that peace of mind. Read more: https://bit.ly/3ZLlTGC

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06/19/2024

It’s time to put your money to work! Contact me if you’d like to learn more about the power of compound interest.

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06/14/2024

I remember getting paid and deciding what to pay and what to put off until the next payday. Nothing worse than working just to be poor. Ready to get a different plan?

06/12/2024

A recent article from The Hill reports that, “Since the 1980s, inflation-adjusted wages have stagnated for all but the wealthiest Americans. To make ends meet, more Americans are working into their 70s.”

Don't let a lack of savings force you to work longer than you want to. I can help you develop a personalized retirement plan that fits your unique financial situation. Read more from The Hill here: https://bit.ly/3pmzF4A

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More than two-fifths of baby boomers are nearing retirement with no retirement savings.  That fact may surprise you if you are a typical white-collar worker, dwelling in a corporate culture of…

06/07/2024

It amazingly true. In 3+ decades working with families, I would say it's is one of the biggest truths. Anyone can become financially independent and stop living paycheck to pay check. Just need the knowledge and tools.

06/05/2024

If you need a financial game plan, a Financial Needs Analysis (FNA) is a great starting point. This tool examines your financial situation and allows us to customize a strategy to reach your goals.
Don’t hesitate to call me for a complimentary FNA today!

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05/31/2024

Anyone else notice the effects? Where have you noticed the biggest price increases? Gas, food, rent...

05/29/2024

Looking to supplement your salary this summer? Primerica offers flexible work schedules and the chance to work towards your financial goals. Give me a call for more details.

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03/01/2024

I remember working being 23 working all the time and living paycheck to paycheck thinking, is this going to be like this for ever? I'm now 55 and see so many people living this still. I was told, for thing to change I must change. Ready to stop the paycheck to paycheck life?

02/16/2024

Should be 10% to God, 10% to you. Yet "Bill" seams to get the first 30-40-50%. Ready to change that?

02/09/2024

$200,000 to retire on?