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We can help you with Investments,
Insurance, Retirement, IRA's & 401(k)s.
With over 25 years experience in the financial industry,
Santa Rosa, California area Cotati resident, David Wasson, provides valuable
long-lasting financial services and education to
families, individuals and industry professionals.
Depending on your needs, we suggest investment
portfolios and products that help avoid loosing money
or running out of money in your sunset years. We also
suggest ways to increase income, reduce overall taxes,
and pass wealth to heirs in the most tax-advantaged
manner.
Our affiliation with Producer's Equity Group allows
us to offer clients the entire universe of
financial options because we are not captive under any
specific proprietary product or organization. This
independence gives us the ability to fulfill the
clients needs in their best interest.
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