“I firmly believe that financial education is extremely important,” David says, “for the professional advisor and also for the client.” At Prosperity Financial Solutions, we present each of our clients with the kind of information they need to make wise financial decisions for their own retirement years!
For the past thirty-four years, David Wilcox, LUTCF®, CLTC®. Co-Founder of Prosperity Financial Solutions, LLC, has been assisting pre-retirees, retirees, and investors with comprehensive retirement planning. As a well-known, local advisor, David specializes in helping you preserve your money and other assets while increasing your retirement income and avoiding the mist common financial mistakes. As for hundreds of other clients, David will help you protect your money and organize your investments more profitably.
David firmly believes in professional education and participating in many professional organizations, including: Life Member of the Million Dollar Round Table. And a 14-year member of the Global Financial Association; a member of NAIFA (National Association of Insurance and Financial Advisors) and is a Certified National Long-Term Care instructor. He teaches and mentors other financial advisors in this critically important field. David continues to present dozens of seminars and workshops on the subject of Long-Term Care and Investment Planning throughout the country.
Website Address: www.prosperityfinancialsolution.com
Office Address: 100 Village Square Crossing, Suite 103 Palm Beach Gardens, Florida 33410 United States