For 31 years, David has been his clients financial advocate, striving to organize and simplify their lives by putting clients interests first and providing.

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Presentation transcript:

For 31 years, David has been his clients financial advocate, striving to organize and simplify their lives by putting clients interests first and providing solutions with sophisticated strategies. “Building the barbed-wire fence to protect you, your ranch, and your assets.” David Apted

Financial Concerns that Count Estate Planning Creating & Preserving a Family Legacy Strategies to Minimize Estate Taxes Charitable Gifting Alternatives Investment Planning Portfolio Design & Managing Investments Investment Policy Statement Personal Finance Cash Flow Analysis Education Funding Retirement Planning Tax Strategies

Financial Concerns that Count Business Planning Succession Planning Keyman Strategies Business Life Insurance Retirement Plan Options Insurance Planning Protecting loved ones with life insurance. Analysis of what type of life insurance is best for you. Financing options Long-Term Care Options

“Hockey is a unique sport, in the sense that you need each and every guy helping each other and pulling in the same direction…to be successful.” - Wayne Gretzky Pictured from left to right. John Notter, Bill Wallace, David Apted, and David Wright

Why are blueprints so important to your foundation? Financial Legend: -Investment Management -Long-Term Care Planning -Life Insurance Assessment & tactics -401(K) Review/ Distribution Options “Lets work together to customize a solid financial foundation and safeguard your assets!” Cap & Jennifer Grossman surveying their financial blueprint.

Are you a member of the sandwich generation? -70% of people over age 65 will require some long-term care services. -The average annual U.S. nursing home cost in 2011 was $85,000. -The average annual U.S. nursing home cost in 2034 may be $184,500. Call David today to discuss your concerns and develop a plan that will have a positive impact on the emotional, physical, and financial well-being of your whole family!

Smith, Moore & Co. and its employees are not in the business of providing tax or legal advice. You should consult with your tax and/or legal advisor concerning your particular circumstances. Investments: Not FDIC Insured. No Bank Guarantee. May Lose Value. Insurance: Not FDIC Insured. No Bank or Federal Government Guarantee. May Lose Value Payment obligations of the issuing insurance company are backed only by the financial strength of the issuing insurance company.