Goals for our clients...
- Safety 1st
- Reasonable Rate of Return
- Systematic Income
- Keep it simple
David’s Qualifications and Education
- President – BeeSure Services, Inc.
Bradenton, Florida
- President – BeeSure Wealth Management, Inc.
Bradenton, Florida
- ChFC - Chartered Financial Consultant
- CLU - Certified Life Underwritier
- QFP - Qualified Financial Planner
- CTS - Certified Tax Specialist
- RFC - Registered Financial Consultant
- Florida Variable Annuity License
- Florida Life Insurance License – Covers fixed life insurance
- Florida Variable Life Insurance License – Covers variable life insurance
- Florida Health Insurance License – Covers health, disability, and long term care insurance
- David is set to complete his CASL designation in January of 2012
- Over 16 years experience in financial planning and safe money management.
- Position as a legal guardian for mentally impaired individuals.