Principal(R) helps people and companies build, protect and advance their financial well-being through retirement, insurance and asset management solutions that fit their lives. Our employees are passionate about helping clients of all income and portfolio sizes achieve their goals - offering innovative ideas, investment expertise and real-life solutions to make financial progress possible.
To find out more, visit us at www.principal.com. David helps people plan for their future, by developing innovative solutions that assist them in planning for the risks of life - by finding the vehicles to manage risk with Individual, Small Group as well as Medicare Health Plans, Dental, Disability Income, Long Term Care, Life and other forms of insurance.
We work actively to broker from hundreds of insurers to find the ones that address our client needs. Valuable assets will convey directly to beneficiaries, regardless of instructions in a will. This article discusses the components that determine your credit score and provides tips for maintaining a high score or raising a low one.
To find out more, visit us at www.principal.com. David helps people plan for their future, by developing innovative solutions that assist them in planning for the risks of life - by finding the vehicles to manage risk with Individual, Small Group as well as Medicare Health Plans, Dental, Disability Income, Long Term Care, Life and other forms of insurance.
We work actively to broker from hundreds of insurers to find the ones that address our client needs. Valuable assets will convey directly to beneficiaries, regardless of instructions in a will. This article discusses the components that determine your credit score and provides tips for maintaining a high score or raising a low one.
Services
Dave provides individual, employee benefits, business insurance and retirement plan services in Westbrook, Maine.
Since 1982, he has served clientele from Northern Maine throughout New England, to Southern Florida.
Dave has his FINRA Series 6, 63 and 65 registrations, as well as his Life and Health licenses.
Dave is a 27-year member of the Million Dollar Round Table, with 12 Court of the Table and 3 Top of the Table qualifications.
He has served on several MDRT Committees.
He is an active member of NAIFA and a member of the Maine Estate Planning Council.
Since 1982, he has served clientele from Northern Maine throughout New England, to Southern Florida.
Dave has his FINRA Series 6, 63 and 65 registrations, as well as his Life and Health licenses.
Dave is a 27-year member of the Million Dollar Round Table, with 12 Court of the Table and 3 Top of the Table qualifications.
He has served on several MDRT Committees.
He is an active member of NAIFA and a member of the Maine Estate Planning Council.
We've put together a library of information on important financial topics that we believe you'll find helpful.
This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends.
Wills and trusts allow you to spell out how you would like your property distributed, but they also go beyond that.
To retain the tax advantages associated with charitable giving, your gift must be made to a qualified organization.
If you haven't taken steps already, consider planning now for the distribution of the assets of your estate.
This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends.
Wills and trusts allow you to spell out how you would like your property distributed, but they also go beyond that.
To retain the tax advantages associated with charitable giving, your gift must be made to a qualified organization.
If you haven't taken steps already, consider planning now for the distribution of the assets of your estate.
Our financial calculators are designed as educational tools to help you estimate answers to common financial questions.
They are not intended to predict future returns or results.
These calculators are hypothetical examples used for illustrative purposes and do not represent the performance of any specific investment or product.
Rates of return will vary over time, particularly for long-term investments.
Investments offering the potential for higher rates of return also involve a higher degree of risk of loss.
They are not intended to predict future returns or results.
These calculators are hypothetical examples used for illustrative purposes and do not represent the performance of any specific investment or product.
Rates of return will vary over time, particularly for long-term investments.
Investments offering the potential for higher rates of return also involve a higher degree of risk of loss.
Among the lessons of the recent financial crisis is the need for virtually everyone - young and old - to acquire a basic knowledge of finance and economics.
These magazine-style flipbooks provide helpful information on a variety of financial topics and illustrate key financial concepts.
Select one of the flipbooks below and click the image to view it.
The decisions you make about money form the basis for your financial future and can help you pursue your goals.
Weighing the risks and rewards of various investment options can help you develop a sound investment strategy.
These magazine-style flipbooks provide helpful information on a variety of financial topics and illustrate key financial concepts.
Select one of the flipbooks below and click the image to view it.
The decisions you make about money form the basis for your financial future and can help you pursue your goals.
Weighing the risks and rewards of various investment options can help you develop a sound investment strategy.
We've put together a collection of resources to help you manage your taxes as well as prepare for the upcoming tax season.
This information is not intended as tax, legal, investment, or retirement advice or recommendations, and it may not be relied on for the purpose of avoiding any federal tax penalties.
You are encouraged to seek advice from an independent tax or legal professional.
The content is derived from sources believed to be accurate.
Neither the information presented nor any opinion expressed constitutes a solicitation for the purchase or sale of any security.
This information is not intended as tax, legal, investment, or retirement advice or recommendations, and it may not be relied on for the purpose of avoiding any federal tax penalties.
You are encouraged to seek advice from an independent tax or legal professional.
The content is derived from sources believed to be accurate.
Neither the information presented nor any opinion expressed constitutes a solicitation for the purchase or sale of any security.
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