David Sawchuk
Investment Adviser Representative
About David
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Education
BSBA - Central Michigan University & MBA - University of Detroit
Certifications
Series 6, FINRA Series 7, Series 63, Series 66 held through Lincoln Investment, Resident Producer (Accident, Life & Health Insurance & Property & Casualty), Accredited Investment Fiduciary®
Career Specialties
I take pride in listening to my clients and helping them achieve their individual goals. Whether it be one specific goal such as building a retirement nest egg, or a more comprehensive plan to satisfy several goals such as financial planning for college, protecting against loss of a loved one, and insuring long-term care in later life, I will be there to help.
- Personalized Financial Planning including
- Retirement Planning - Personal (IRAs) and Employer Sponsored Plans
- Investments - Mutual Funds, Annuities (fixed and variable), Stocks and Bonds available through Lincoln Investment
- Customized Retirement Counseling
- Education Planning - 529 College Savings Plans, Coverdell Education Savings Account, UGMA/UTMA
- Insurance - Life, Long-Term Care
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