David A Wasik

When everyone is wondering “what if?” we'll show you what's next. We are here to help you protect your family and keep your goals on track with financial planning designed to protect your income and give you financial flexibility.

What can we help you with right now?

Whether you're unsure about your retirement savings, family finances, what to do after graduation, or your job situation, we can make a plan for you.

My mission is to help people through self-discovery that motivates them to put real action towards their true goals for their businesses, their families, and themselves personally. Financial security is something many of us strive to achieve in our lives. You try to do what's right for those you care about, but the wrong financial decision can often undermine the best of intentions. Whether you are concerned for your own financial needs or those of your family or your business, I can help you identify your goals and dreams and develop a plan that addresses these needs and gets you started on the path to financial security.

David Wasik, CFP®