Meet Your Retirement Designer
David Leidel, CDFA, RFC Founder | Financial Advisor
“We aren’t just looking at today; we’re looking at your whole plan — the good times and the bad. We are here to take the emotion out of your finances, so you don’t make mistakes.”
David’s interest in the financial industry began in the ’80s with a shoe. A Reebok, to be precise. When he was in middle school, Reeboks were the must-have for every young boy, and David was no different, except that his enthusiasm led him to look up the company’s ticker symbol in the newspaper. Seeing that shares were trading for around $25 per share, David called up his local Merrill Lynch office to try and buy a share of stock. Unfortunately, he was told there was a $10,000 minimum to purchase stock in his favorite shoe; however, his interest in the stock market would continue to grow.
Discover Financial Freedom in
3 Easy Steps
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Visualize
We’ll sit down together and discuss what your ideal retirement looks like.
We’ll explore your unique goals, dreams and the passions you would like to pursue.
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Strategize
We’ll examine your current financial situation, and based on what we learned in Step One, we’ll determine what you need to turn your retirement dreams into reality.
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Implement
We’ll present you with your custom Premier Wealth Strategy to help you meet your goals. We’ll regularly review your strategy to ensure it continues to reflect your evolving goals and dreams.
What could an independent opinion do for you?
We aim to serve you with dedication, transparency and personal care, but that’s only the beginning of the value of a true, independent opinion. This 8-page instant download explains why independent financial guidance is important, including:
- Why timing is everything for a confident retirement
- How we help determine if your retirement income will last long enough
- Why working with an independent financial professional can help you feel confident in your retirement income strategy
The Platinum Difference
We specialize in working with Florida Retirement System (FRS) participants, which means we have a strong understanding of the FRS system and the benefits you can choose from. Retirement isn’t about what you make but what you keep, so protecting the nest egg our clients have spent decades building is our priority. Using safe money strategies, we can help you feel more financially confident as you prepare to enter the next phase of your life.
Attend a
Live Event
Ready to take control of your future? Attend one of our informational seminars to learn more about retirement income strategies, wealth management and more.