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Building Income for Retirement 

Peace of Mind Comes with Proper Planning
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Who We Serve


We are NOT generalists. We are specialists.

These are the clients that we specialize in helping:

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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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.
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Why David ?

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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!