Mon-Fri 9:00AM - 5:00PM

Tax Reduction and Risk Management Solutions

We help our clients better understand potential tax strategies as well as how to best use insurance to manage risk
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Who We Serve

We are NOT generalists. We are specialists. "Are YOU working with a specialist?"

Who We Are

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Awards Recieved

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Clients Served

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How We Help

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David’s Extensive Financial & Business Expertise

David has practiced in the financial services business since 1996. In addition to working for well known insurance names like John Hancock and investment firms like A.G. Edwards & Sons, David has been affiliated with additional firms such as Raymond James Financial Services and Regal Investment Advisors. He launched his own registered investment advisory business in May of 2019, Bookman Bright, Inc. dba Bookman Bright Retirement Planning & Capital Management.
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Why David ?

Testimonials

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