David Barman

David Barman

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I can help you customize solutions designed to help you meet your goals, regardless of their size, scope, and no matter how close you are.

-FINRA Series 6 and 63 securities registrations
-Graduated College of the Sequoias 2010
Police Academy Certificate
-Visalia Sportsman's Association
-David is happily married to Rebekah and is the father of their amazing daughter. David and his family enjoy spending time with their friends.

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Location

Products

-401(k), 403(b), SEP & SIMPLE IRAs
-Annuities
-Asset Allocation
-Business Continuation Strategies
-Buy-Sell Agreements and reviews
-College Funding Strategies
-Deferred Compensation Plans
-Disability Income Insurance
-Estate Planning
-Financial Needs Analysis
-Income Protection
-Informal Business Valuation
-IRAs (Traditional & Roth)
-Key Person Insurance
-Mutual Funds
-Pension Plans
-Retirement Planning
-Salary Continuation
-Supplemental Retirement Income
-Survivor Income
-Tax-Deferred Savings
-Term Life Insurance
-Universal Life Insurance
-Wealth Accumulation
-Whole Life Insurance

Address


3530 W Mineral King Ave Suite C
Visalia, CA
93291