Advisor profile


My approach

David M Betts - My approach photo

Personalized advice to help you achieve your goals

I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach.

I take the time to understand what’s truly important to you. Together, we document your goals, track your progress and make ongoing recommendations to help you diversify your portfolio, and adjust to whatever life brings — both the expected and the unexpected.

With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, I can help you feel confident, connected and always in control of your financial life.

David M Betts - My approach photo

Areas of focus

  • Retirement Planning Strategies
  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Investments
  • Insurance
  • Wealth Preservation Strategies
25
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ professional
  • ChFC® Chartered Financial Consultant®

Education

  • BBA Bachelor of Business Administration - Western Michigan University- 1996

Interests

  • I am married to my wife Missy and we have three beautiful daughters: Kayla, Sydney and Charley.
  • In enjoy spending time with my family, traveling and helping my clients.

Community participation

              • Fort Gratiot Little League Baseball Coach
              • AYSO Volunteer Referee
              • Sponsor of the Empty Bowls Fundraiser for Mid City Nutrition
              • Volunteer for Habitat for Humanity
              • St. Clair County Community College Foundation Board of Directors member
              • Pledge to Plan Advisory Committee member

Awards & recognition

  • Ameriprise Circle of Success, 2012