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.
The Northwestern Mutual difference
No. 1
Best life insurance company for consumer experience, 2023. (NerdWallet)1
Top 5
We're one of the Top U.S. Independent Investment Broker-Dealers.2
$8.2B
In dividends expected to be paid in 2025.3
A++
AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4