"David was very helpful in that he took the time to find the best way to help me and meet my financial needs. Once he had figured out a game plan for me he walked me through it in a way I could ...David was very helpful in that he took the time to find the best way to help me and meet my financial needs. Once he had figured out a game plan for me he walked me through it in a way I could understand so I would not have any doubts or second thoughts about the decision I had made."