Mid America Financial Services
Dave entered the Financial Planning/Estate Planning field in the late 80’s . He was raised in Southern Oklahoma but he and his wife Anne have lived in Bedford, Texas for the last 30 years. Because of his Income Building abilities and his unique communication skills Dave has been invited to speak and teach all across the United States, as well as, Europe, South Africa and Mexico. He is the founder and Owner of Mid America Financial Services. He continues to work with his clients in Texas and the surrounding States.
Dave attended Oklahoma State University and holds an MBA in Business and Marketing. He then went to work for the Federal Aviation Administration where he earned an additional degree as a journeyman controller. Dave is also a graduate of the Dale Carnegie Institute of Public Speaking. He entered the Financial Planning field in 1989 and has attained license in Texas, Oklahoma Georgia California and Tennessee. Throughout his years of working with Seniors, Dave has completed various educational courses on different aspects of financial planning, including the following: Ethics for the Insurance Services Practitioner, Annuity Products and Principles, Equity Indexed Annuities, Texas Equity Indexed Annuities and Disability Income.
Dave is an Certified Senior Advisor (CSA) A Registered Financial Consultant (RFC) And a approved member of the National Ethics Bureau (NEB) an independent organization of insurance and financial advisors who have maintained an exemplary record of business ethics. His Company, Mid America Financial Services, is an Accredited Member of the Better Business Bureau in Fort Worth. He is a member of the Aircraft Owners and Pilot Association. He has a Private Pilot License with an Instrument Rating and enjoys flying his Piper Lance. He joined the Masonic Lodge in 1983 and is a 32nd Degree Mason.
Plan For Your Future
There is no one “best place” to put your retirement money because each individual and couple has unique requirements, different tolerances for risk, and need their money at different times. Likewise, there is no one place to keep your money that fits everyone for exactly the same reasons. Your unique circumstances must be taken into consideration if you seek to find the “most favorable place” for your retirement money. This is where we can be of service.