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MassMutual financial professional.

David J. Polsonemail

Fortis Lux Financial - Tarrytown

120 White Plains Rd Suite 601
Tarrytown, NY 10591

  • Professional Story

    David Polson, with over 30 years in financial services, specializes in protection and growth strategies for families and professionals. He excels in offering solutions that not only aid in saving for retirement goals but also provide protection against life's uncertainties and risks. David's ideal clients are those who value the integration of stable, insurance-based financial products into their overall strategy.

    Driven by a desire to apply his extensive knowledge of insurance and other financial products, David focuses on enhancing the financial well-being of individuals, families, and businesses. His approach is personal, understanding each client's unique needs and providing tailored strategies for long-term financial security.

    One particular area of focus for David is long-term care insurance, being influenced by the positive experience of his parents who bought into it many years ago.  David remembers fondly how the eventual benefits were very supportive of the skilled care that was so helpful to them in their prime years, and in turn were helpful to the whole family in terms of preserving the family estate.       

    Outside of his professional life, David enjoys fitness activities, hiking, camping, and music (including attending concerts and playing guitar). He is also dedicated to continual learning, taking academic courses, and values spending quality time with friends and family. His diverse interests and commitment to personal growth are reflected in his holistic approach to financial services at Fortis Lux Financial.

     

     

  • Languages:
    • English

  • Credentials:
    • CFA®
    • MBA

  • Specialties:
    • Insurance Strategies
    • Retirement Strategies
    • College Funding Strategies
    • Business Owners
    • Retirement Income Planning
    • Business Succession Planning
    • Investment Strategies
    • Student Loan Refinancing
    • Financial Planning ®
    • Risk Management Strategies


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