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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It's critical to find a way to squeeze out dollars for retirement. Time is still on your side, but you've begun to lose some of your...
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I saw a survey many years ago that suggested only one in five parents felt competent to teach their children about personal finance. A recent...
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I recently received a “March Madness” promotional offer from an industry publication that involves picking mutual funds which are then put into...
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It was marital bliss then life happened. Now you are getting a divorce! It is a stressful and emotional time and there are important decisions...
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Tax and wage related ID theft on the riseThe Federal Trade Commission (FTC) released its annual nationwide...
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As more consumers turn to comprehensive wealth managers for assistance in putting together a financial plan, it is becoming increasingly...
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It is no secret that many of the world’s best investors are contrarians who are known for their ability to think independently and avoid the...
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With today’s World of smartphones and tablets being so useful in managing personal matters, I thought I would take this opportunity to share...
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Try to boost your retirement savings goal up to 20 percent or more of your income. Workers age 50 and over can invest extra dollars into their...
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I was working on my spring housecleaning the other day ( I know I was supposed to do this three months ago but tax season got in the way!) and...
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