Goals for our clients...

  • Safety 1st
  • Reasonable Rate of Return
  • Systematic Income
  • Keep it simple

Better Business Beauro

Florida Office or Insurance Regulation

David’s Qualifications and Education

  • President – BeeSure Services, Inc.
    Bradenton, Florida
  • President – BeeSure Wealth Management, Inc.
    Bradenton, Florida
  • Recognized by the State of Florida as a Registered Investment Advisor, RIA
  • Certified Tax Specialist
  • Certified Senior Advisor
  • Series “65” Registration – Registered Investment Advisor with FINRA
  • 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 has currently completed half of the course materials for an advanced planning degreee
  • Over 16 years experience in financial planning and safe money management.
  • Board member for the REACH for Life Community Foundation.
  • Volunteers as a legal guardian for mentally impaired individuals.