David Brown is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Spectrum Planning Group in Boca Raton, FL and the surrounding communities.
Co-founder of The Spectrum Planning Group, formerly Gold Coast Services, in 1994 as a life and health insurance agency specializing in Long Term Care and a full service financial firm offering retirement and financial planning for clients in all stages of their life cycle.
Today, David’s primary role is overseeing the investment and income component of the financial plans for the firm’s investment clients and acts in the capacity of Securities Principal for the firms’ offices in Boca Raton, Florida, St. Louis, Missouri, Long Island, New York and Denver, Colorado. David manages assets using investment and income programs tailored to each client’s circumstances. His understanding and experience of the distribution phase of investing allows him to guide clients already in the retirement stage.
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When we think of investments, we often forget that the best place to make an investment of money or time is in ourselves. So if you’re in a job...
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When an individual or corporation owes more money than can be paid back, they can declare bankruptcy. But what happens when a country like...
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A recent study released by Mutual of Omaha quotes the following statistics regarding Long Term…75% of people over age 65 eventually need long...
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It has long been part of the American Dream: to earn and save enough money during our working years to live the lifestyle we choose throughout...
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How can you and your soon-to-be-former spouse split your individual qualified retirement savings, frequently the largest asset you may each own...
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Retirement may seem a long way off for people in their 20s, 30s and 40s. Why fret about something that’s decades away? Ben Franklin once said...
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It really doesn't take much to derail a retirement plan. Most of the errors in planning for retirement are those of neglect, omission or panic....
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While no one can count on rate forecasts, the prospect of lower mortgage rates should have borrowers thinking about taking advantage of cuts...
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Last Updated: January 1, 2012If you’ve made a New Year’s resolution to get control of your finances in 2012, here’s a list of important...
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Judging by how little estate planning Americans do, they apparently don't mind making life difficult for themselves and their loved ones.That...
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