Meet Dave Wiitala


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.

Want to know more?
Schedule a No-Obligation 20-Min Consultation