Spice Up Your Future
Recipes for financial success
Hungry for financial confidence and comfort? Whether you’re nearing retirement or early in the accumulation phase of your career, we’ll help you create a financial recipe that suits your tastes.
Cooking everything but the books
MEET YOUR FINANCIAL CHEF
Food and finance are two vital pillars of nourishment and stability. No one knows that better than David Ortiz, the Financial Chef. David is a classically trained chef and a CERTIFIED FINANCIAL PLANNERTM who is passionate about helping you taste success in both of those areas.
With more than two decades of experience as a financial advisor, David doesn’t serve up the same bland plans or encounters you may have seen elsewhere. In fact, he operates out of a customized mobile office equipped with a full kitchen and comfortable seating so he can come to you, prepare a delicious meal and learn about your hopes, goals, dreams and concerns.
This unique experience allows David to not only offer his mouthwatering cuisines, but also serve up a financial strategy catered to your tastes — a strategy peppered with all the ingredients you need to live the life you envision!
RETIREMENT RECIPE
Half-baked retirement plans simply won’t cut it. No one knows that better than David Ortiz, the Financial Chef. David created his three-step Retirement Recipe to help you create a well-thought-out financial strategy that will fill your life with flavor.
FIRST MEETING
Preheat
We want to learn as much as we can about your unique tastes because we’re fired up about finding the perfect blend of products and services to satisfy your insatiable retirement appetite. We’ll also explain how we create unique financial recipes so you can warm up to our cooking methods.
SECOND MEETING
Bake
Retirement is a dish best served piping hot! If we both agree that it’s time to mix up a recipe to give your life great spice, we’ll start by identifying key ingredients to help create your ideal plan. No matter what we do, you always have a seat at the head of the table because we’re here to wait on you.
THIRD MEETING
Bon Appétit
This is the exciting moment when we serve you your full-course retirement recipe and you get to begin enjoying it. After you’ve looked over you plan one final time and given it your thumbs-up, we implement it and schedule future get-togethers to make sure it remains tasty and fresh.
COULD YOUR TAX BILL IN RETIREMENT BE TOO BIG?
A financial ingredient to consider
Wondering How to Create Income in Retirement?
Download this four-page guide that answers common misconceptions to help you decide if an annuity might be right for you, including:
- What you need to know to understand annuities
- Why savings alone may not be enough for your retirement
- How annuity withdrawal options work
Ready to serve
CRAVING MORE INFORMATION?
Eager to learn more about how David can cater to your unique financial needs? Schedule your virtual visit or an in-person meeting — and a mouth-watering meal — today!