DAVID DOERR

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Peace of mind that comes with retirement income that's guaranteed to last as long as you do!

About Us

David Doerr | Retirement Planning Specialist

Dave B. Doerr helps clients, accountants and business owners by educating them on the basics of advanced planning, leading them through a process to identify planning opportunities, and providing them with a team of the country’s top specialists to help along the way. Ultimately, this allows the best solutions to get done in the most efficient and risk-free system available. David holds the Chartered Financial Consultant and Chartered Life Underwriter designations. He has been in the financial services industry since 1976 and his industry recognition includes Life Membership in the Million Dollar Round Table, earning both Court of the Table Honors and Top of the Table Honors.

As an independent Wealth Manager, Dave serves high-income and business owners in the following areas of expertise:

Annuities and Life Insurance
Business Continuation Planning
Business Succession Planning
Comprehensive Financial Planning
Estate Planning
Investment Portfolio Analysis
Tax Planning
Tax-Sensitive Investment Analysis
Qualified Planning

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Our Services
What We Do For Clients

Asset Protection

Retirement doesn’t mean that it’s time to stop growing. Same holds true for your money. It should mean, however, that it’s time to stop taking unnecessary risk.

We specialize in helping retirees protect their retirement assets while continuing to move forward.

Family Legacy Planning

Many of our clients want to leave a legacy for their children and grandchildren and are shocked to learn how easy it is to double, even triple their inheritance – TAX-FREE AND GUARANTEED!

We also work with our clients and help them embrace their own mortality and be prepared for the loss of a spouse and the income burdens this can often create.

Extended Care Solutions

Long-term care/extended care costs have gone up substantially in the last 10 years. Unfortunately, the statistics are not in our favor, a plan to address these costs should be included in every retirement strategy.

The good news is we work with hybrid insurance plans that leverage your dollar in case you need it for extended care, but remain 100% accessible for withdrawal if you don’t.

Retirement Income

Creating an income plan to last throughout retirement is perhaps the single most important challenge retirees will face. It’s very likely to spend 30 years or more living in retirement without earned income.

We create a customized retirement income plan, encompassing all sources of income, for each one of our clients and no two plans are exactly alike. Let us get to work on a plan for you.

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