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| Contact Information | Business Hours | |
| 18565 W. Western Star Blvd. Goodyear, AZ 85338 Phone#: 623 412-9602 Fax#: 623-327-1277 Email This Business Website |
Monday-Friday: 8am - 5pm By Appointment Saturday: Closed Sunday: Closed |
| Get to Know |
| David Lesnick is a Certified Financial Planner with more than 25 years of experience helping clients achieve their highest goals. Through an extensive interview process, we assess your current financial condition, as well as your needs, wants, fears and worries. Then we determine appropriate financial goals. We maximize your monthly cash flow using the best and most suitable tools, while at the same time minimizing your tax liabilities. We employ the most respected and experienced money managers in the industry to manage our client's assets "hands on" 24/7. Finally, we take into account your future needs, many of which you may not even have considered. We also help you develop a viable estate plan, again, avoiding pitfalls you may not be aware of. We also help you preserve your wealth, by leaving what you want, to whom you want, with a minimum of taxes and maximum control. |
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| Affiliations: Financial Planning Association |
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