We help Business Owners establish or change 401k plans, as well as Professionals, Retirees, & Widows prepare for a financially independent retirement.
Welcome, I’m David Lesnick, a financial professional in Glendale, AZ. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you goal is saving for retirement, college savings, or estate strategy, our personalized service focuses your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call 623-640-7785.
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
An increasing number have been developed to help individuals with their personal finances.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Bonds may outperform stocks one year only to have stocks rebound the next.
Term insurance is the simplest form of life insurance. Here's how it works.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How will you weather the ups and downs of the business cycle?
In life it often happens that the answers to our most pressing questions are right in our own backyards.
How do the markets usually react to elections? Was the 2016 election any different?
Around the country, attitudes about retirement are shifting.
Here is a quick history of the Federal Reserve and an overview of what it does.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.