Financial, tax, and business planning without the tools for implementation could only fail.

Financial Solutions was formed on this incite in 1988 to offer Client Planning and Implementation utilizing a multi-disciplined approach, tools for solutions, and after-tax results.

Where Does The Buck Stop?
Financial Solutions' focus is on helping individuals and family groups in asset protection and generational tax planning. Financial Solutions is currently a referral-based practice centered on the clients' needs in estate tax and asset protection, income tax, educational and retirement planning. The firm continues to have an active business consulting practice in owner and key employee benefit planning. The practice centers on family asset growth planning with income and estate tax reduction and asset protection being important considerations.

Find out why CPA Firm Partners, Estate Planners, Tax Attorneys, Consultants, and Business Owners alike have become our clients.

Dave has twenty-nine years of experience in this specific area of tax and financial planning with implementation. Dave is a consultant/coach who advises individuals, business owners and employees on a wide range of tax-advantaged issues including: taxes, investments, IRA and 401k plans, employee stock options, mutual funds*, college financial aid, 529 college savings plans, education savings accounts (ESA), retirement planning, estate planning, employee benefits and insurance.

Dave is a graduate of Valparaiso University with a BS in Business Administration. He is a member of the American Institute of Certified Public Accountants (AICPA), the Virginia Society of Certified Public Accountants (VSCPA), licensed insurance consultant, licensed insurance consultant, and registered securities representative for H. Beck, Inc.