With over a decade helping people reach their financial goals, David Rae is the person to call if you want a holistic fee-based proactive approach to financial planning. Named 2011 "Advisor With Heart" by Registered Rep Magazine. Specializing in Comprehensive Financial Plans to help you reach your specific Financial

our clients create their Healthcare and Financial Power of Attorney, Living Trust, Divorce, Last Will & Testament, and many any situation. We are a bonded, registered, and certified LDA (legal document assistant) company, adhering to the