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David Smith

David Smith

Private Wealth Manager | CFP | CRPC | AIF

  • About
    • What is financial planning?
    • Why work with David?
    • Who I work with
  • Is financial planning for you?
    • Young Investor
    • Middle-Aged Investor
    • Ready to Retire
  • Other Professionals
  • Helpful Articles
  • Brokercheck
  • Contact Me

Is financial planning for you?

Everyone can benefit from financial planning. But is it for you? Take a look at three different scenarios1:

Young Investor

Middle-Aged Investor

Getting Ready to Retire

 

  1. Each of these scenarios are general in nature and illustrate a general idea of savings. Each person/couple will have specifics circumstances that will vary the outcome.

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Contact David

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Upstream Investment Partners is independently owned and operated.

Securities offered through Sigma Financial Corporation; Member FINRA/SIPC

Investment Advisory Services offered through Sigma Planning Corporation, a Registered Investment Advisor.

David Smith, CFP®, CRPC®, AIF®

Address: 14881 Quorum Drive, Suite 430
Dallas, TX 75254
Email: [email protected]
Phone: (972) 865-6944

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