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David Proctor is a seasoned leader with over 30 years of military service and government contracting experience. His commitment to excellence and operational efficiency sets him apart in any professional setting. With a bachelor’s degree in political science and government, David combines critical thinking with analytical skills to excel in operations management, human resources, and executive support. Proficient in Microsoft Office tools and skilled in recruiting, David is a valuable asset to any organization seeking a versatile professional.

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Name
How close are you to retirement?
What is the total value of your retirement portfolio (401(k), Traditional IRA, etc.)?
What is your primary goal for your savings in a deferred plan?
Do you have concerns about paying taxes on your retirement savings?
Have you experienced losses in your retirement savings due to market volatility?
Are you currently working with a financial advisor or tax professional?
Would you consider working with an advisor virtually?
Are you interested in having a free consultation with one of our retirement experts?
Please provide a date and time that works best for you, Monday through Friday between 8:00 AM and 5:00 PM.
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