David M Colby, Wealth Management Company Financial Advisor

David currently lives and works in Stevens Point, WI - but meets with clients throughout the US within his national financial advising practice. David focuses on building financial plans that encapsulate every aspect of a client's financial picture to assure long-term success and achieving financial goals. The planning David specializes in consists of:

  • Thorough investment and retirement planning
  • Utilizing insurance to help mitigate financial risks 
  • Ensuring steady progress and reduction of debt
  • Achieving personal purchases and savings goals
  • Navigating efficient estate and legacy planning
  • Leaving sufficient cash flow for discretionary spending

To schedule a meeting in person, or via phone or video conference, click the "Let's Connect" button above. Initial consultations are non-committal and are focused on identifying your financial planning needs within your current situation.

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