David Whitley

After 18 years as a bank/credit union and financial manager, David Whitley, decided to start assisting clients by securing and saving their retirement funds from the downside in the banking and stock market. Below are the three most asked questions he was asked as a banker when he was talking to clients about their assets:

• How are you able to help me keep my money secure from the ups and downs in the market?
• How much am I going to be able to make on this money while keeping it liquid?
• How much income will my retirement funds pay me and how long will it last?

He and his team educates our clients how to utilize their retirement funds and other liquid money to answer these questions. They also work with some of the most reputable insurance companies in America to safely and securely insure your retirement funds and position them to provide secure Insured Retirement Income for life.

David has a wife and 5 children and loves to stay active by volunteering with their school and helping coach them in their sports and also participates in Knights of Columbus.

He and his team have over 20 years of impeccable service helping individuals and families maximize their insured income, principal and gains against loss.