Who We Serve
We are NOT generalists. We are specialists.
These are the clients that we specialize in helping:
Recently Widowed or Divorced
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For Business Owners
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Business Owners Nearing Retirement
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Business Owners
Staying focused on running your business necessitates bringing in specialists to help you with financial strategies.
You're time and focus are better spent on the source of what is creating the wealth for you: your business.
You're time and focus are better spent on the source of what is creating the wealth for you: your business.
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 3 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 implemented due to tax law change and if you've had a change in circumstances.
Who We Are
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Awards Recieved
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Clients Served
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How We Help
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Investment Management
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Retirement Income Planning
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Estate
Planning
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Tax
Planning
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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
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Communicate with Us at No Cost, No Obligation
Get in Touch
Schedule a Consultation
There is never a cost or obligation to meet or talk for a few minutes either online, in person, on the telephone or via email. Let's see if we can help!