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David J. Blount, CFP®

Investment & Insurance Planning Services, LLC

992 Palmetto St.
Oviedo, FL 32765
Phone: (407) 719-0940
Fax: (407) 366-0525

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Household Income Minimum: $50,000
Investable Asset Minimum: $50,000

Specialties
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Annuities
  • Charitable & Planned Giving
  • Asset Allocation
  • Career Change
  • Investment Management
  • Estate Planning
  • Government & Military
  • Employee Benefits
  • Getting Divorced
  • Irregular Income
  • Getting Married
  • Mutual Funds
  • Insurance
  • Job Loss
  • Retirement
  • Stocks & Bonds
  • Life Planning
  • Long-term Care
  • Sudden Wealth
  • Men's Finances
  • Special Needs
  • Women's Finances

 

How Planner Charges

Considerations: We try to give our client's a choice in how they want to pay for their planning services.

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.