(210) 960-2117

David C. Rouse, CPA* CFP® 

Coordinated Tax and Financial Planning

Team

I believe my approach adds a broader perspective to all I do and provides increased benefits to our clients. I also have relationships with other professionals that can add specialized expertise where needed.

I can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

I also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

My expertise has helped many people just like you with similar issues and concerns. I specialize in creating an approach that is designed to address your individual situation.