How it works
Interested in working with me?
Here's what the process looks like:
Step 1 | Initial Preparation
I collect all of your pension and insurance info.
Step 2 | Introductory Session
We schedule a meeting where we dive deep into your personal situation, your current insurance policies and review options/recommendations going forward.
Step 3 | Recap and Recommendations
I email you a summary of our meeting, including all recommendations/options we discussed
Step 4 | Let's Make It Happen!
Decisions and paperwork (done digitally)
What our clients are saying:
“David Shatsky takes the fear out of all thing’s investment! David educated me, in the simplest of terms, and guided me towards making very informed investments decisions. I highly recommend him!”
-Shelley D. | Modi'in