As an Independent Financial Advisor, David Michael Howard sits down with clients and prepare a plan that is in-line with their legal plan.
David and his team focus on conservative investments at Simasko Financial, focusing on investments that preserve their clients' wealth with opportunity to accrue wealth.
David strives to provide clients with a wealth of information in the form of education on financial products and our services, calculators, and research reports. His specialty is to help clients better understand retirement planning and how he can make it easy to understand how they can protect their hard-earned assets.
David and his team have portfolios' developed for each type of client based on their level of risk; ranging from Income Preservation, Balanced Income, Balanced Growth, Growth, and Aggressive Growth. These portfolios are constantly updated to adapt to rapidly changing economical environment. Although they specialize in the elder community, they also provide financial guidance to prospective clients in all phases of their careers, and retirements.
David Michael Howard graduated from Central Michigan University with a Bachelor’s of Science in Business Administration, concentration in finance and economics, with distinction. David holds a Series 7, 63, and 65 license, and is a RIA in MI, IL, TX, AL.