A Personal Note from David Topor...

As a fiduciary advisor I take the best Interest responsibilities very seriously. I look for concepts and proposals that could maximize return within your risk profile and time horizon. I have a duty to advise you with a knowledge of a wide variety of risk to your nest egg, which many clients aren’t even aware of. Besides the common risks associated with the market, such as volatility, inflation and excessive fees, there are many others to be concerned about. These include future income taxation risk, longevity risk, health care risk, legislative risk, estate taxation risk and of course liability risk. During our time together, we will discuss each of these risk factors in detail, and seriously look at how each risk might affect your nest egg and income.

We will discuss strategies of financial diversification that are designed to mitigate your exposure to risk and plan accordingly. My goal is to make your future financial outlook as hopeful as possible.

As an independent advisor I am not obligated to offer only certain cookie cutter portfolios by my captive firm. I have the freedom and obligation to search the marketplace and do my due diligence to seek out money managers and financial strategies that my clients are in need of. Teaming up with an independent, experienced, fiduciary advisor, dedicated to working in your best interest, is the first step in creating your Intelliplan. I look forward to working with you and your family.

Wishing you the best, David Topor