ELDERS FINANCIAL LLC
Receive Best Rates & Pay Less Tax
Welcome 1-866-300-0659
Member Dallas/North Texas Better Business Bureau
(RATED A+)
(RATED A+)
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.
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Elders
Financial LLC
Email Address:
davidwiner@aol.com
Mail Address:
4125 Stanton Blvd
Plano, TX 75093
4125 Stanton Blvd
Plano, TX 75093
Our focus is to provide the best immediate, term, and fixed index annuities in the Metroplex.
Over the last 20 years, we have witnessed a great amount of confusion and misunderstanding on the subject of annuities.
The confusion comes from the fact that there are two distinct types of annuities:
We do not support the Variable Annuity because of market risk and high expenses. Most of the negative perception of the annuity comes from this investment, which we view as unsuitable for those nearing or at retirement.
We do support the Fixed Annuity due to contractual guarantees, safety of principal, and absence of fees.
For more than 20 years, fixed annuity seekers have sought our services to provide:
Utilizing a network of highly rated insurance companies, we will find you the best available:
CLICK HERE if you wish to view a sample of our current Fixed Annuity rates.
The confusion comes from the fact that there are two distinct types of annuities:
- Fixed
- Variable
We do not support the Variable Annuity because of market risk and high expenses. Most of the negative perception of the annuity comes from this investment, which we view as unsuitable for those nearing or at retirement.
We do support the Fixed Annuity due to contractual guarantees, safety of principal, and absence of fees.
For more than 20 years, fixed annuity seekers have sought our services to provide:
- Interest Rates that Exceed those Offered at the Bank
- Reduced Taxation
- A Lifetime of Guaranteed Income
Utilizing a network of highly rated insurance companies, we will find you the best available:
- Immediate (Lifetime) Annuity
- Term Annuity (like a CD)
- Fixed Index Annuity
CLICK HERE if you wish to view a sample of our current Fixed Annuity rates.
