Welcome to David Mulhall's Web site

Investments, tax strategies, insurance, estate planning: the list of financial concerns and considerations facing you today is seemingly endless. And there are no easy answers.

I am in the business of helping my clients address all their financial challenges. I do this by using a total wealth management approach. Each area is important individually, but managing them all collectively is one of the most important considerations in your overall financial independence.

My approach can help you invest conservatively, manage your exposure to taxes, address your insurance needs and provides a plan with the objective to successfully transfer your wealth to your children and grandchildren. Among my financial offerings are:

  • Investment portfolio analysis - to keep you informed of how your investments are performing, and to make adjustments as needed
  • Strategic Asset Management (SAM) - providing you with fee-based asset management through LPL Financial, a Registered Investment Adviser.
  • Annuities - for tax-deferred growth potential
  • Life insurance - providing financial protection for your loved ones
  • Retirement Asset Distribution Strategies
  • Long Term Health Care- to provide for costly health issues

If this method of pursuing your financial needs sounds appealing, I invite you to spend some time exploring this site. I also welcome the opportunity to hear from you. If you have questions about your financial situation, please do not hesitate to call or email me.