David Winer

David Winer is the President and principal planner at Elders Financial LLC. David entered the field of financial services in 1988. He has an undergraduate degree in Sociology and an MBA in Marketing and Finance.

David has more than 21 years insurance, 15 years retirement planning, and seven years securities experience. He completed Certified Financial Planning courses at PDI Institute, Dallas, Texas.

Since 1994, David has focused on providing a financially conservative, reduced risk approach to his clients. Emphasis is given to investment safety, liquidity, and potential tax reduction. David was born and raised in Wisconsin, and has made his home in Plano, Texas with wife and family since 1981.

    
   

 

Additional Services Provided:

    
         
       
         
 
              WELCOME

 

At Elders Financial LLC, our focus is to provide:

  • A competitive, guaranteed return OF your money.  To visit our TOP TEN GUARANTEED RETURNS CLICK HERE

        To read Scott Burns article on this: CLICK HERE

  • A guaranteed and sufficient lifetime income.            If interested in having your cake (account value) and eating it too (income) CLICK HERE

Around the time of the Great Depression, Will Rogers made the following statement:

 “I’m more concerned about the return OF my  money than the return ON my money.”

His words ring as true today as they did then.

Please take the time to explore our "Will Roger's approach" to growing, retaining and receiving                 M-O-N-E-Y in uncertain times.

 
   
 

Call us at:

1-866-300-0659

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Elders Financial LLC

4125 Stanton Blvd.,
Plano, Texas 75093

davidwiner@eldersfinancial.com
     
   
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