Our Approach

What keeps you up at night? Do you have a retirement liquidation strategy that is tax efficient and able to withstand market fluctuations?  The first step to eliminating uncertainty is developing a sound plan. Integrating our three principal goals: Income for life, protecting your assets and leaving a legacy, we create a financial blueprint to help you meet your goals and then guide you every step of the way.

Prescient Financial Solutions helps individuals optimize the accumulation, protection, distribution and succession of their wealth and businesses and owners to optimize their human capital and manage their continuity and succession planning.

Copyright 2016 The Legacy Companies, LLC. Concepts used in these materials used with permission from The Legacy Companies, LLC. Legacy Materials and Concepts are only made available to advisors in the Fee-Based Financial Planning program at Northwestern Mutual Wealth Management Company.

Jerry David, MBA, CLU®, CFP®, AEP®, CPWA®
Wealth Management Advisor


Prescient Financial Solutions

 

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