Helping you live your best life.

For things that are really important to them, people value the services of an expert. Planning for financial security is no exception. Professional guidance can help you achieve your goals toward financial security and continued growth.

Whether you are planning for your own financial needs or those of your family or your business, David Yaktine can help you find the right answers. David will conduct a thorough fact finding, ask difficult questions, and take the time to get to know you.

Contact David today to request a comprehensive planning review... a simple step that may have an enormous impact on your financial well-being for years to come.

Before you agree to receive financial planning services, please see complete information and disclosures in the NMIS Financial Planning Brochure (also called the ADV brochure) and review the terms of the NMIS Planning Engagement Agreement. These may be obtained from David Yaktine, CLU®, ChFC®.

My Mission

My mission is to advocate for clients to help them achieve clarity and confidence through the creation and successful execution of a financial plan. Using a 21st century perspective that integrates the challenge of planning for unprecedented life expectancy, I will help my clients maximize their human and financial capital.

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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

Boost your financial knowledge.