It’s not uncommon to feel overwhelmed when planning for important financial decisions, especially the decisions that can impact your loved ones, such as costs for higher education or leaving a legacy.
As a Prudential Financial Professional, I guide individuals, couples and families through their financial challenges and help make their journey a little less overwhelming.
I'm Most Proud Of: Developing strategies to help my clients find financial confidence.
Life Happens. Being prepared makes all the difference.
You have options when it comes to your financial future - no matter your life situation.
Saving for Education
Paying for your child’s education without sacrificing your retirement can be a difficult balancing act. State-sponsored 529 plans are investment vehicles that let you make tax-free deposits for your child's future college costs. These common ways to save serve as just one tax-smart option to get you started. We’ll explore the right options for you.
Protecting Your Family and Greatest Assets
Whether you are recently married, buying a house, taking care of a loved one or preparing to retire, each new stage of life is exciting and uncertain. Ensure you’re protected with life, auto, home, long-term care and disability insurance.
Saving for Retirement
Get help reaching your retirement goals on your terms with an annuity, 401(k) or IRA. An annuity can be a way to provide retirement income and defer year-end taxes, and an IRA and 401(k) give you options to save for the next phase of your life. See if one or all of these retirement vehicles are right for you.
David Etheridge is associated with the Greater Wisconsin Financial Group Office, 10000 W Innovation Drive, Suite 190, Wauwatosa, WI, 53226-9947, Managing Director: Eric Lowder, Phone: 414-456-1770 . David Etheridge offers investment advisory services through Pruco Securities, LLC (Pruco), doing business as Prudential Financial Planning Services (PFPS), pursuant to separate client agreement. David Etheridge offers insurance and securities products and services as a registered representative of Pruco and an agent of issuing insurance companies. 1-800-778-2255. For information on fees, refer to: Pruco Securities Form CRS (Prudential Advisors)Opens in a new window.
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