Broker Check

(210) 960-2117

David C. Rouse, CPA* CFP® 

Coordinated Tax and Financial Planning

Products and Services

I provide assistance in the following areas:

 

 

Financial Services

  • Income Planning in Retirement
  • Financial Services
  • Custom Designed Retirement Plans
  • 401 (k)
  • 403 (b)
  • Defined Benefit Plans
  • College Planning Strategies
  • Estate Planning Strategies
  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance

Investments1

  • Managed Accounts
  • Mutual Funds
  • Common Stock
  • Educational IRA
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Brokerage Accounts
  • Variable Annuity