In regard to what would have been an awesome event...

We were looking forward to hosting you at The Clyde for a long time, but the health and safety of our guests is our priority. We hope to reschedule this event at a later date. In the meantime, check out my personal "thank you" video — and find out about a special thank you gift that we'll dropping in the mail for you soon!



Want to hear more from David McKnight? We interviewed David on the Retire with Purpose Podcast to discuss why tax rates may double after you retire (and what you can do about it), how to protect your assets from future legislative changes, and the whens, whys, and hows of Roth conversions.

Ready to take the next step?

If you want to have a discussion about your financial strategy, don't hesitate to reach out to schedule a complimentary consultation – and, we are happy to take appointments via phone or online meeting. You can also register for our complimentary Social Security Webinar on March 25.

(866) 482-9559