David A Rosato

I believe the starting point of any financial conversation should be with you—your life, your family, your priorities, and your goals. I'll listen to what's important to you and design a financial plan from multiple strategies specifically designed to help get you where you want to be.

My Mission

I will help as many people as possible prepare for the financial challenges of living too long, dying too soon or becoming disabled along the way. I will evaluate each individual's unique goals and objectives, and create the right solution to meet their needs.

I will educate and inform, and most importantly, move people to action, making the difficult decisions necessary to protect and prepare for their family, business and estate. At all times, I will make those recommendations, which I would make for myself, and my family, if faced with a similar situation.