Financial Advisor with a Focus on Suitability and Cost Effectiveness.
Time to debunk some financial myths and get a plan together to get you moving in the right direction!
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What You're Going To Learn:
  • Debunk some investing myths
  • Talk about the flaw with one size fits all strategies
  • Understanding mutual funds
  • The costs associated with using a Financial Advisor
  • Financial advice for your 401k
  • Briefly discuss annuities, life insurance, and long term care
  • Introduce my Wealth & Legacy Blueprint program
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David Salley is a Registered Representative and Investment Advisor Representative offering securities and investment advisory services solely through Ameritas Investment Corp. (AIC), a registered Broker/Dealer, Member FINRA/SIPC and a registered investment advisor. AIC is not affiliated with Salley Wealth Management. Additional products and services may be available through David Salley or Salley Wealth Management that are not offered through AIC. Representatives of AIC do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation. 
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