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David W. Shotwell, CFP®

Rutter Baer Inc

684 Ridgemont Lane
Ann Arbor, MI 48103
Phone: (231) 445-0468
Fax: (734) 307-0944

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Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Charitable & Planned Giving
  • Buying a Home
  • Career Change
  • Investment Management
  • Mutual Funds
  • Job Loss
  • Retirement
  • Stocks & Bonds
  • Life Planning
  • Starting a Family
  • Sudden Wealth

 

Foreign Languages
  • English

 

About My Practice

N/A

 

Experience

N/A

 

Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 66
Insurance Licenses
Life insurance, Health/disability insurance
Designations & Certifications
  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
Broker-Dealer Affiliation
None/NA

 

How Planner Charges

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