About Us
Financial Service
The products and services we offer
Recommendations Received (1)
"Experience and knowledge make David Houchins an extraordinary strategist who finds ways to bring..."
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"Experience and knowledge make David Houchins an extraordinary strategist who finds ways to bring about maximizing their business and personal positions to achieve the financial goals of his clients. He not only strives to understand who you and what your financial goals are, but communicates effectively how to go forward and achieve those financial objectives, be it retirement, your children’s educational expenses or other large long term financial goals. David has my highest recommendation, who can put you on a path to your future, a future that you can see and trust."
Products & Services
With a full-service broker-dealer and registered investment advisory (RIA), we offer investment services for individuals and businesses.
Recommendations Given (2)
"Janet is excellent with retirement income planning with an eye on minimizing taxation. She can..."
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"Janet is excellent with retirement income planning with an eye on minimizing taxation. She can create maximum income with guarantees while providing complete asset management services. And she assists with long-term care planning, too!"
Recent Activity
No offense was taken. Just don't know why you're asking me the question you asked. Thought to be courteous and respond versus ignoring the question you asked me.
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No offense was taken. Just don't know why you're asking me the question you asked. Thought to be courteous and respond versus ignoring the question you asked me.
1 Reply
my firm is not an accounting firm
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my firm is not an accounting firm
Most people would simply prefer to stay in their home when they begin to need help with the activities of daily living. We help people create written plans, including financing an extended care event in home or in facility, well in advance of needing care. We have any number of resources that...
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Most people would simply prefer to stay in their home when they begin to need help with the activities of daily living. We help people create written plans, including financing an extended care event in home or in facility, well in advance of needing care. We have any number of resources that help people think through all that must be considered when creating a plan for care. I'd be happy to share with you.
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