David Foguet

Group Benefits, Insurance Strategies, Investment Strategies (Reg. Reps Only), Retirement Income Planning, Risk Management Strategies, Financial Education, Business Owners

English, Spanish

I provide an analysis of your current financial situation and help you: identify financial goals and concerns, illustrate what is being done to reach your goals and deal with concerns, identify gaps, if present, and offer solutions to help fill them.

• I offer a broad portfolio of individual insurance protection, asset accumulation strategies, and financial products and services for high net worth families, businesses, and institutions.I offer total financial needs analysis, including access to trust services, through a network of experienced professionals with detailed knowledge in:
  • Advisory services Retirement analysis and programs
  • Estate strategies
  • Employee benefit and retention services
  • Business continuation strategies
• I am prepared to assist clients with their financial plans and help them meet their long-term financial goals. I work closely with my clients and can also work with you. I will help you:
• • Define your personal financial goals
  • Develop a financial strategy that can help you achieve these goals
  • Suggest suitable products and solutions based on your own tolerance for risk and your time-frame
  • Implement your strategy with products and services that help meet your needs.
• I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs.
• My background, experience and commitment to providing you with the resources you need to make financial decisions can help make your financial future as successful as you need it to be.
• I am committed to building long-term relationships with my clients and helping them reach their goals is my number one priority. Drawing on my knowledge, experience, and world-class tools, I help build financial freedom for my clients.

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*Not practicing on behalf of Massachusetts Mutual Life Insurance Company (MassMutual) or its affiliated companies. Authorized for accountancy services in the following states: California

MM202503-300856

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