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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)  

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Need more information?

Still have questions or want more information? Contact me below.

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!”

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-Shelley D.  |  Modi'in

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