Dave BrookesSAGE Point Financial
Chapter: BNI Carlsbad
Financial, Financial Advisor
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My BusinessEnsure you have saved up enough money to retire.....and ensure that you
don't run out of money in retirement. It
doesn't take age to retire.....it takes money.
Ideal ReferralSomenone who just got a new Job...someone who left an old job with a 401K, Parents with Children, Grandparents with grandkids. Small business owners.
Top ProductIRAs- all types, Roth-IRA, Traditional IRA, Solo 401ks, Simple IRA , SEP-IRAs, EIRAs, 529's
My Ideal Referral PartnerCPA, Tax preparers.