First-classBetter than mostAbout what I expectedNot the worst...Disappointing
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Vision is not seeing things as they are...but as they will be
Prescient Financial Solutions helps individuals and businesses optimize the accumulation, protection, distribution and succession of their wealth by providing expertise in the interdependence of how all aspects of financial planning fit together.
As a Wealth Management Advisor and Estate and Business Planning Specialist with the Northwestern Mutual Wealth Management Company, Jerry David specializes in wealth accumulation strategies, comprehensive retirement planning and estate planning to help people optimize the accumulation, protection, distribution and succession of their personal and business related wealth..
Professional Organizations: National Association of Estate Planners & Councils(AEP®), Association of Certified Financial Planners™ (CFP®), Million Dollar Round Table-Top of the Table Personal Memberships and Associations: •Ferrari Club of America-Central States Region •Porsche Club of Milwaukee •Badger Bimmers BMW Club •Sports Car Club of America (SCCA)