David A. Wachter Jr.email
Professional Story
I offer total financial needs analysis through a network of experienced professionals with expertise in:
- Advisory services
- Retirement analysis and programs
- Estate strategies
- Employee benefit and retention services
- Business continuation strategies
- Trust services*
*Trust services offered through the MassMutual Trust Co., FSB
Education
Dartmouth College (1980-1984), BA in Engineering Science, Gardner Webb School of Divinity (2010-2017), Master of Divinity
Hobbies
Golf, Travel
Languages: English, German
Credentials: LUTCF®
Specialties:Insurance Strategies, Investment Strategies, Business Owners, Retirement Income Planning, Estate Planning, Business Succession Planning, College Funding Strategies, Charitable Giving, Risk Management Strategies
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