David R. Hirons

Biography

I am committed to your financial success. You are my first priority. I’m here to plan, and assist in achieving your retirement savings goals. Serving 25 years as a Financial Advisor, you’ll benefit from counsel designed to educate and empower. It is my goal to help you make informed investment decisions in your best interest. I lead a team practice within our firm specializing on retirement plans/planning. We offer a full range of investment, planning and protection strategies.

RETIREMENT INVESTING

A focus area of our practice are our client’s retirement accounts here and in the workplace. For most Americans, this is their most significant investment and the one with key advantages including tax-deferral, matching funds, etc. that should be optimized. My goal is to assure clients know their options and take full advantage to reach their retirement goals. Corporate retirement plans are a key employee benefit. We work with employers seeking to offer their employees a ‘first class’ retirement savings plan. The goal here is to provide not only a key benefit but also one that serves as a recruiting tool to attract the best talent to their firm.

INVESTMENT PLANNING

Simply stated, our goal here is to empower you to make informed investment decisions. We work one-on-one to assess your personal needs and goals. We create investment plans that will guide the way. Our investment management software is state-of-the-art, giving us the tools to manage highly individualized portfolios designed solely for you. The platform also illustrates and engages your understanding of your own portfolio’s dynamics by utilizing advanced performance and risk analytics.

ESTATE PLANNING

Our goal is to protect your family’s wealth. We’ll work with you in developing your plan and we’ll be there to partner with your legal counsel to review and update your plan in the years ahead.

STOCK OPTIONS

Your success inside a publicly traded company can be rewarded by years of stock and option accumulation. Our firm is a leading resource in managing this complex benefit.

INSURANCE | LONG-TERM CARE | ANNUITIES

We routinely review policies to assess their current coverage parameters, expense levels relative to benefits and their fit in accomplishing your goals. These can be powerful tools but need be routinely assessed in perspective to one’s current goals to assure the most effective plan is in place.

SPECIALIZATIONS

• Financial Planning
• Mutual Funds
• Retirement Planning
• Stocks and Bonds

Credentials

• CA Insurance Lic. # 0B51230

Mission Statement