Who We Serve
We are NOT generalists. We are specialists.
These are the clients that we specialize in helping:
Recently Widowed or Divorced
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore
For Business Owners
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore
Business Owners Nearing Retirement
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore
Business Owners
Staying focused on running your business necessitates bringing in specialists to help you with financial strategies.
Single, Divorced, or Widowed Women
Being a woman poses unique challenges like greater longevity than men which should be met with a unique, financial approach.
Individuals Who are Already Retired or Within 2 years of Retirement
If you're close to retirement, you have some preparation that needs to be done. If you're already retired, you may want to revisit some of the strategies that you implmented if you've had a change in circumstances.
Who We Are
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam,
0+
Awards Recieved
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut
0+
Clients Served
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut
How We Help
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam,
Investment Management
Lorem ipsum dolor sit amet, consectetur adipiscing elit Lorem ipsum dolor sit amet, consectetur adipiscing elitLorem ipsum dolor sit amet, consectetur adipiscing elit
Retirement Income Planning
Lorem ipsum dolor sit amet, consectetur adipiscing elit Lorem ipsum dolor sit amet, consectetur adipiscing elit Lorem ipsum dolor sit amet, consectetur adipiscing elit
Estate
Planning
Lorem ipsum dolor sit amet, consectetur adipiscing elit Lorem ipsum dolor sit amet, consectetur adipiscing elit Lorem ipsum dolor sit amet, consectetur adipiscing elit
Tax
Planning
Lorem ipsum dolor sit amet, consectetur adipiscing elit Lorem ipsum dolor sit amet, consectetur adipiscing elitLorem ipsum dolor sit amet, consectetur adipiscing elit
David’s Extensive Financial & Business Expertise
David has practiced in the financial services business since 1996. In addition to working for well known insurance names like John Hancock and investment firms like A.G. Edwards & Sons, David has been affiliated with additional firms such as Raymond James Financial Services and Regal Investment Advisors. He launched his own registered investment advisory business in May of 2019, Bookman Bright, Inc. dba Bookman Bright Retirement Planning & Capital Management.
More About UsWhy David ?
Testimonials
Lorem ipsum dolor sit amet, consectetur
"Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore"
Name
Post Name
"Lorem ipsum dolor sit amet, consectetur fddfgdfgdfgelit, sed do eiusmod tempor incididunt ut labore"
Name
Post Name
Lorem ipsum , Clients
Get in Touch
Schedule a Consultation
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore