Prospective Clients

If you are reading this you are probably trying to decide whether or not you are going to contact my office about setting up an appointment to discuss investing for your retirement, deciding on life or long-term care insurance, planning a child’s education, creating a plan or possibly reviewing your existing investment accounts.

These are the facts; I have been in the investment/insurance/retirement planning field since 1986, have over 2,000 clients, am working with third generations from the same family, currently manage over $300,000,000 through LPL Financial, have four highly qualified associates dedicated to servicing my clients, and would like you to give me a chance to earn your trust and business.

When you call for an appointment, my office will send you a confirmation letter with suggestions on what to drop off before the appointment or bring with you to make sure the time you spend is spent efficiently. Please take the time to call 574-722-4222 or 800-533-4370 to set up a NO COST/NO OBLIGATION appointment.

Thank you for taking the time to visit my website.

Dave Workman

YOUR FINANCIAL PLAN CHECKLIST