Special Edition by Scott Keffer with DAvid Maigret
"You are never to old to set a new goal or dream a new dream" (C.S. Lewis)
Your retirement.
Your rules.
Your way.
Client Centered
Since 1989 I have been taking care of clients' investable assets. Combining history with math in what I call mean reversion I can assure you that I will take care of you and your family better than anyone,... other than you.
David Maigret
My Mission Your Goals
My first priority is helping you take care of yourself and your family. I want to learn more about your personal situation, identify your goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication are the cornerstone of our partnership.
My Approach
I'll help you organize your financial life, address your entire financial landscape, and continually monitor your progress as you work toward your goals.
Ready for the next step?
It's your life; you should live it the way you want. I believe that knowledge leads to independence. Together, I’ll leverage your goals with smart financial advice to ensure that you’re in the driver's seat for years to come.