Women in Transition

David Dick, CFP® has over 13 years experience working with widowed and divorced women. He specializes in making the transition to being on their own as smooth as possible. He has helped dozens of women establish themselves as their own “Chief Financial Officer.”  He assists with all of the complicated issues in dealing with social security, insurances, personal budgeting, financing, estate planning, etc.  He also assists in the process of making major purchases such as cars and homes.

It is vital to have someone you can trust and lean on for all of your financial needs.  David works hard and uses all resources available to bring security to your financial future.

Contact David for more information…