Dave Fulkerson: Services

Professional active investment management. Investing today is harder than ever. Dave's first priority is to protect what you have by minimizing losses during market declines and achieving solid returns during market advances. When investors limit losses during weak periods in the equity markets and participate in the strong periods, they can experience higher returns.

Comprehensive retirement planning. Dave will walk you through a structured retirement planning process where he will examine your existing financial situation, help you define your goals and dreams, develop a plan specific to your situation and assist you with implementation for the future.

Investing will be at the core of any plan. By maintaining his independence from any specific company or product, Dave is able to select only the best investments he can find to meet your particular needs.

Dave specializes in 401(k), 403(b) and IRA rollover services.
Are you troubled with how to handle a rollover? Are you changing jobs, retiring or just unhappy with your employer's retirement plan? Would you like to know how to access your retirement assets prior to age 59 1/2 without penalty?

Dave specializes in helping people avoid IRS penalties, taxes, and other costly mistakes when dealing with their retirement assets. Call (248) 670-9823 or e-mail Dave today to set up a complimentary, no-obligation rollover analysis.

Personally available to address your needs. Backed up by prompt service and a genuine interest in his client's lives, Dave consistently strives to accomplish two goals:
aProvide unsurpassed customer service.
aDeliver feelings of well-being when it comes to your finances so you can get out and enjoy life without worry.

Dave provides his clients lifetime investment consultation.
Dave's purpose is to be your trusted financial consultant for life. He values life-long relationships with his clients and builds his business one person, one family at a time. Do you find yourself worried about your financial future? Are you troubled with how to handle a rollover? Or are you in a state of financial disarray following a life-altering event? Call or e-mail Dave today so he can help you work toward achieving your dreams.