David H. Morgan, Csa, Cea, Cfs, Gepc, Cas, RIA
Financial Planning & Financial Planners
- Address
- 5618 Nw 80th Ave Ste 101, Gainesville, FL, 32653
- Phone
- 352-433-6565
- Services
- Asset Protection and Preservation Estate Tax Limitation or Reduction Wealth and Estate Transfer Planning Individual and Family Trust Planning Planning for Disability or Incompetence Capital Gains Tax Reduction Reduction of Taxes on Social Security Benefits Income Tax Reduction and Increasing Spendable Income Seminars Specializing in Estate Income and Financial Advisory Issues
- Products
- Annuities Mutual Funds Bonds Stocks Insurance Exchange Traded Funds Commodities Socially Responsible Investments
About
I work on areas encompassing financial planning with special focus on Retirement & Estate Planning & help families in protecting their assets.
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