ELDERS FINANCIAL LLC
Receive Best Rates & Pay Less Tax
Products and Services Bettter Business Bureau A+ Rated
20+ Yrs
Serving the Metroplex
Member Dallas/North Texas Better Business Bureau
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.
1-866-300-0659
Elders
Financial LLC
Email Contact
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Non-Email Contact
Elders
Financial LLC
Email Address:
davidwiner@aol.com
Mail Address:
4125 Stanton Blvd
Plano, TX 75093
4125 Stanton Blvd
Plano, TX 75093
- Annuity Review and Repair:
Often existing annuities are misunderstood
or not serviced by the providing agent.
With 20 years annuity experience, we have familiarity with virtually every fixed annuity out there, and stand ready to provide assistance.
or not serviced by the providing agent.
With 20 years annuity experience, we have familiarity with virtually every fixed annuity out there, and stand ready to provide assistance.
- Lifetime Income on a Fixed Annuity:
A rider that allows you to receive
a lifetime of income, and there remains
an accumulation value in your annuity for emergencies or inheritance.
a lifetime of income, and there remains
an accumulation value in your annuity for emergencies or inheritance.
- Lifetime Annuities:
An annuity that pays out a guaranteed
income for life (or period certain). However,
there is no accumulation value. On the
positive side, it's initial income payout
exceeds that of the Fixed Annuity
described above.
income for life (or period certain). However,
there is no accumulation value. On the
positive side, it's initial income payout
exceeds that of the Fixed Annuity
described above.
- Estate Planning with Life Ins.:
Life insurance is often used to provide a
tax free inheritance to pay estate tax, IRA
tax or provide necessary funds to meet
expenses associated with death.
tax free inheritance to pay estate tax, IRA
tax or provide necessary funds to meet
expenses associated with death.
- Qualified Plan Maximization:
The setup of beneficiary designations
that will allow your heirs to minimize
their tax consequences and "stretch"
the inherited IRA for a lifetime.
that will allow your heirs to minimize
their tax consequences and "stretch"
the inherited IRA for a lifetime.
- Fixed Indexed Annuities:
A type of Fixed Annuity that indexes
the stock market to provide a
potentially greater return than a
Term Annuity.
the stock market to provide a
potentially greater return than a
Term Annuity.
- Trust and Will Support:
For 10 years we have worked closely
with local attorneys to support revocable,
irrevocable, and Will packages.
with local attorneys to support revocable,
irrevocable, and Will packages.
