David L. Maynard founded his firm to help clients with investment management, extended care coverage and legacy planning.
A graduate of the University of North Carolina at Chapel Hill (BA Political Science), the University of Missouri (MA Broadcast Journalism), and Vanderbilt University (MBA), David is a former television journalist who uses his interviewing skills to ask the right questions, listen to clients and help implement a financial plan. Prior to founding the firm, David’s experience includes managing the investment and trust areas for a local community bank and working at some of the nation’s largest financial institutions.
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The 401(k) Optimizer® helps you customize your 401(k), 403(b), or 457 by recommending what to buy, when to buy and when to sell. Click link for instructions on how to get started today.
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Making the wrong decision on when to file for social security could cost you and your family tens of thousands of dollars. We help you understand how to maximize your benefits.
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We care about ensuring that you, your family and your business are ready to handle anything life can throw at you. Because of that, we strive to bring you the best coverage for Life, Disability, and Long-Term Care insurance. Our access to multiple providers allows us to shop the market to find the best coverage for you.
We manage money the way clients want it managed. We offer non-proprietary products, which are either fee-based, commission-based or both. During the conversation of possible strategies, we together weigh the pros and cons of what might be best for you.
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$ymbil is a dynamic online investment adviser platform that assesses your risk profile and recommends a risk-appropriate managed portfolio. In only a few minutes, you’ll be invested in a diversified portfolio, based on your objectives, and on your way to long-term saving and investing. All online, simple, and seamless. The portfolios available through $ymbil are actively managed by experienced investment professionals and tactically adjusted based on changes in the market.
Riding the highs, and experiencing the lows, it is the way of the investment market. However, what if we told you that the key to sound and quality investing is learning how to keep it cool when the market is in turmoil? Yes, this includes our markets today, where Coronavirus has caused a shocking amount of volatility. In this article, we are going to look at some of the tools that can help you manage your emotions and expectations during market uncertainty.
Take some time to...
During a crisis, you need answers, and your financial advisor knows this. It is a scramble to find the right information, and sometimes you do not even know whom to call. So, what do you do? Well, luckily for you, we have spent some time thinking about this and have come up with some of the most important things to do to during a crisis.
Before the Crisis
First and foremost, you should chat with your financial advisor at your next meeting about their...
Riding the highs, and experiencing the lows, it is the way of the investment market. However, what if we told you that the key to sound and quality investing is learning how to keep it cool when the market is in turmoil? In this article, we are going to look at some of the tools that can help you manage your emotions and expectationsduring market uncertainty.
Take some time to relax
When you first open your phone, you might start to freak out. No matter if the market is a...
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