Dave is an expert in the field of finance who takes great care in helping his clients understand their financial situation as well as available options to ensure that their financial plan can be realized. He remains up to date on current financial issues and related legislation. He makes himself available for ALL questions and exhibits remarkable patience with even the newest financial neophyte. Dave is honest and trustworthy and genuinely cares about his clients. In particular, Dave works hard to teach each client how to manage their own finances and feel confident about making tough decisions. I highly recommend Dave as a fiduciary who will work with all clients, regardless of their net worth or knowledge base.

Working with David Hogans on creating a financial plan has been a real pleasure. He easily and clearly explains financial strategies for increasing our retirement savings. David went through how best to use our 401K plans and traditional, Roth, and SEP IRAs and when to start taking social security payments. He also REALLY stresses the importance of having a strong emergency fund. He is very knowledgeable about life insurance as well. David provided us with a simple financial workbook that will allow us to update our financial planning based on our circumstances.My wife and I highly recommend David Hogans for your retirement planning, no matter your age, income, net worth, or other circumstances. When we have questions about our retirement plan, he is easy to contact and responds very quickly. He works on an hourly basis and provides an accurate estimate so your planning costs will never surprise you. David also provides counseling on investment strategies for your retirement investments.

Incredibly knowledgeable, explains the many options at your disposal with a keen eye on fundamentals, goals, strategy and risk - all on a cost effective basis. Would very much recommend Mr. Hogans and his staff for financial planning and investment management.

I have worked with Mr. Hogans for several years and he has not only increased my retirement savings but has helped me plan for my early retirement (successfully I am happy to report). I highly recommend this service.