About
Meet Dave Wiitala
27
years of experience
Decades of Unique Experience
Dave Understands the Financial System, What to Do, and What to Avoid.
The First Meeting
Are we a fit to work together? Let’s schedule a 20-minute call, at no cost or obligation, to determine if our services can benefit you.
We Go To Work
Dave will personally examine your current situation and let you know how likely it will lead to retirement success.
Your Customized Plan
Dave will craft your customized plan and discuss options with you. It must:
Fit your comfort level; be easy to understand, and; provide a roadmap for meeting your retirement goals with confidence.