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David O. Calloway, CFP®

Thrivent Financial

5540 Centerview Dr
Ste 200
Raleigh, NC 27606
Phone: (919) 852-1971
Fax: (919) 424-3866

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Household Income Minimum: $100,000
Investable Asset Minimum: $25,000

Specialties
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Annuities
  • Charitable & Planned Giving
  • Estate Planning
  • Investment Management
  • Mutual Funds
  • Insurance
  • Life Planning
  • Retirement
  • Succession Planning
  • Long-term Care

 

How Planner Charges

Considerations: Fee Planning & Fee based brokerage accounts

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