David Rankin unequivocally exudes an innate passion for helping others, and retirement planning culminates in a deep fulfillment of this passion! By working diligently and methodically with his clients, David strategizes solutions to deliver clients peace of mind with confidence that their financial future is safe and secure!
The mission David strives toward every day is guiding his clients in making intelligent investment and financial decisions undergirded by professional relationships based on uncompromising integrity, trust, and personalized service. David believes that determining well defined goals is fundamentally the most important requirement in pre- and post retirees’ financial portfolios and proves himself exceptionally talented at developing safe and simple solutions for his clients to achieve those goals.
He accomplishes this by delivering holistic, comprehensive advisory services specifically designed to help clients gain clarity, properly prioritize, and ultimately attain their life goals—by relying on his proven process of building financial plans that work in both up and down markets based on mathematical certainties—not luck!
David believes the mark of a life well spent is one where you are true to your values, such as honesty, hard work, and respect for others. He knows that relationships are very important and that earning someone’s trust is sacred.
A testament to his uncompromising commitment to only the highest of standards, David holds one of the industry’s most prestigious Social Security Designations, the NSSA® – National Social Security Advisor.
LICENSES & ACCREDITATIONS
- National Social Security Advisor (NSSA®)
- Life & Health Insurance Licensed
- Annuity Licensed
- Long Term Care Insurance Licensed
AREAS OF EXPERTISE
- Retirement Planning
- Life Insurance
- Long Term Care Insurance