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Allen Edwards, Owner, Our Town of Charlotte "Dave is extremely knowledgeable about his business and has an uncanny sense of how to explain some complicated terms and scenarios in a way that is both easily understood and reveals his genuine concern about the financial makeup of his clients and what needs to be done to secure their future. You have absolutely nothing to lose and probably everything to gain by listening to what he and his company have to offer for your financial security." June 14, 2000. |
Success has two parts...
A goal and a plan to reach that goal,
at Manage
Your Tomorrow it is our sole responsibility
to help you with both. Manage Your
Tomorrow provides
Our Mission, Our Goal...
There are always two sides to every coin, there are experts and specialists in most every field. There are companies both small and large, each with a set of clients that fit within their business model. The "Financial Services" industry is comprised of many divisions, including Asset Management, Banking, Financial Management, Fund Management, Life and Property Insurance and Lending. About 150,000 insurance agencies and broker offices in the US generate annual revenues of $93 billion. About 5,000 companies in the US engage primarily in making personal and payday loans to consumers, with combined annual revenues of about $40 billion. In addition, the US mutual fund management industry includes about 1,000 companies with combined annual revenues of $100 billion.
The numbers are staggering
and the choices may seem insurmountable. You can quickly see why there is so
much confusion on how to manage your tomorrow. Managing your tomorrow is not difficult if you have the tools and education to accomplish the tasks at hand. Our commitment is to provide you with both; in plain and simple language, so you can make qualified decisions. We do not participate in variable products, mutual funds or broker stocks. We build financial foundations and protect assets. In summary, we specialize in maximizing assets for the greatest return with no risk to principal. We build financial well being, creating stability and income for life by repositioning and generating assets. In doing so, we have formed solid associations with mortgage bankers and money managers who can provide you with refinancing opportunities and variable products like mutual funds and stock purchases. The circle is not complete until both ends meet. If you are concerned that the money you've accumulated won't be enough for retirement or need assurance that you never outlive your income, then fill out the information request form below. We will personally help find resolutions to your questions and concerns. We are here to educate and help you secure a better tomorrow. |
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Fun Facts
Each year, over 1,000,000 people fail to itemize out the mortgage interest deduction on their income taxes. Last year, this amounted to $473,000,000 in taxes. That's BILLIONS in taxes.
An average American will spend an average of 6 months during his lifetime waiting at red lights.
If the entire population of earth was reduced to exactly 100 people, 51% would be female, 49% male; 50% of the world's currency would be held by 6 people, one person would be nearly dead, one nearly born.
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our clients with the highest of product quality
and service,
offering our clients a selection of annuities and cash value life products as
well and term and whole life. We are licensed insurance brokers representing
many insurance companies including: Great American Senior Solutions, Mutual of
Omaha, Old Mutual Financial Network, American Equity, Transamerica, Loyal
America, John Hancock and many others. We protect and grow assets one family at
a time.
To educate and illustrate is our commitment and
obligation to you, that's our mission. Our pledge to you is that we will always
work in your best interest, provide you with choices and educate you on the
differences. 