Helping Individuals, Families, and Small Business Owners Develop Retirement Strategies
Many of Dave Pimper’s clients are individuals, families, and small business owners approaching or entering retirement. They have worked hard to build their assets and, rather than take unnecessary risk, they are seek to preserve their assets, build a consistent income that will last through retirement, and leave a legacy for future generations. Many of them want to develop retirement planning strategies but aren’t sure where to start.
Dave seeks to develop a diversified portfolio that is well-allocated. Specializing in income planning and Social Security claiming strategies, he can help clients determine how Social Security can complement their retirement income. Combined with educational seminars on retirement planning, Social Security, and similar topics, Dave’s goal is to arm clients with the knowledge and strategies to help them prepare for and live in retirement confidently and leave a legacy.
Dave believes it is his duty to serve and educate his clients with their specific investment needs. By offering first class service and frequent communication, Dave seeks to separate himself from the average advisor. He takes the time to learn about his clients’ financial goals and develops strategies that align with their objectives. Trust is built over time and Dave enjoys building long-term relationships with his clients, serving families through the generations.
With a passion for lending a helping hand to his local community in Fremont, Nebraska and the greater Omaha area, Dave is dedicated to empowering them with the knowledge that may help them invest wisely and preserve their wealth as they approach and live in retirement. He believes that the more he educates his clients, the better the questions they can ask. By understanding their investments and financial planning strategies, clients may be able to play a more active role and make more informed decisions.
Dave is committed to answering his clients’ questions, responding to inquiries in a timely fashion. He is available to meet in his firm’s office in Fremont or at his office of convenience in Omaha, based on his clients’ location and needs.