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Copyright ©2020 Wilson David Investment Advisors. All rights reserved. For informational purposes only. Past success does not indicate the likelihood of success in future performance.

Are your finances worrying you? Do you have important financial decisions to make? I can help. It can be overwhelming to have to contact multiple banks, insurance companies, and brokerages to figure out where your money is. Just finding the phone number is a trial, and then when you finally locate it, the confusing option choices and robot voices keep you from talking to a real person. And once you get there, half the time the person transfers you to another robot before you can even state the problem.


We’ll make the calls together – and during those long chunks of hold time, we’ll get to know each other better so I can serve you more efficiently. My training and experience as a Certified Financial Planner™ and tax expert are just what you need to make sure your money is safe.


My years of life experience as a wife, mom, and friend will make the whole financial planning experience as pleasant and as efficient as we can make it. Call me – we’ll just chat – no cost! – to see if you could use my help.

Friendly and Comforting Help for Widows