Your Story. Your Plan.
David James Klock
Financial Representative
How you live, and how you plan should both make a difference
Planning That Starts With You
Before we talk numbers, we talk life.
Financial planning isn’t just about money, it’s about what matters to you. We’ll start with your story: your family, your goals, your values, and the kind of life you want to build.
Then, we’ll create a plan that fits, using a mix of personalized strategies to help you move forward with clarity and confidence.
Because when planning is rooted in your values, it works better, for you, and for your future.
How I Help You Build What Matters
Financial planning isn't about checking boxes, it's about building a life that reflects your values, protects what you love, and creates options for the future.
I bring a calm, strategic, and values-driven approach to help you make decisions in these areas and more.
Financial Planning
Education Planning & Funding
Retirement Planning & Income Strategies
Charitable Planning
Insurance Protection Strategies
Planning for Special Needs
Multigenerational Planning
Estate Planning
Reach your new level of financial confidence.
I approach financial planning differently. Not only can I help you grow your money, but also protect everything you've worked so hard for-so your finances can take you further.
I'll look at where you are now, and where you want to go, tailoring your plan from a range of financial options designed to reinforce each other to get you there. Giving you the confidence to live the way you want now, and down the road. Here's what I can help you with:
Protection strategies
Wealth accumulation
Managing tax advantages
Optimizing retirement
Leaving a legacy
Charitable planning
Retirement planning
We tailor your plan to fit you and your goals with a range of financial options. From insurance for protection to strategies for growing your money and providing more flexibility, we'll help you live the retirement you always wanted.
Education funding
With the cost of school continuing to rise, it's more important than ever to have a plan to pay for it. From strategies for saving and funding education to how whole life insurance can play a role, we can help you understand your options.
Estate planning
We can help you coordinate with your other advisors like attorneys, accountants, and tax professionals to do things like set up trusts, minimize taxes, and administrative costs that can protect the legacy you leave behind.
