There are five basic
pieces to a successful life: Mental Health, Physical Health,
Relationship Health, Spiritual Health and Financial Health. All
aspects of your Health are connected-like a puzzle. There is a
relationship between what I do in helping people lead
financially healthy lives and its impact on their Mental
Health, Physical Health, Relationship Health and Spiritual
Health. Please click here to
read our Mission Statement.
As you visit my site,
you may be surprised that there is little financial information.
This is because when I work with individuals to help improve their
financial health, they delegate that part of the puzzle to me. The
information that you will find here is about myself, my associates,
the services we offer and the other areas of your "Health" that
cannot be delegated. If you are looking for articles on the latest
and greatest tax strategies, fancy on-line financial calculators or
hot investment tips, you have come to the wrong place.
However if you want to gain insight on how you may improve all
aspects of your "Health" by delegating the financial piece of the
puzzle, then click on. But first take a moment and enjoy the
immortal words of Robert Frost.
THE ROAD NOT TAKEN Two roads diverged in a
yellow wood, And sorry I could not travel both And be
one traveler, long I stood And looked down one as far as I
could To where it bent in the
Then took the other, as just as fair, And having
perhaps the better claim, Because it was grassy and wanted
wear; Though as for that, the passing there Had worn
them really about the same,
And both that morning equally lay In leaves no step
had trodden black. Oh, I kept the first for another
day! Yet knowing how way leads on to way, I doubted if I
should ever come back.
I shall be telling this with a sigh Somewhere ages
and ages hence: Two roads diverged in a wood, and I- I
took the one less traveled by, And that has made all the
David is licensed to do business in the following
states: CA, DE, FL, GA, IL, MN, NC, OH, PA, SC, TX, VA and WV.
Important legal Information
Securities offered through Sterne Agee Financial Services, Inc., member
Advisory services offered through Sterne Agee Asset Management, Inc. Securities and
advisory activities supervised from 4407 Belmont Ave. Youngstown, OH 44505