New York Life

With over 25 years of experience in the insurance and financial services industry, David R. Wilson, CLU®, understands the importance of making the right decisions.  With particular focus in the areas of retirement and estate planning, business continuation planning and employee benefits, he provides his clients with the personalized attention they require as their needs change over time.

David is committed to professional education as a means to better serve and inform clients and has received the industry's Chartered Life Underwriter (CLU®) designation from The American College.  He also has a Bachelor of Science Degree from Auburn University.   In addition, David is a Qualifying & Life Member of the prestigious Million Dollar Round Table (MDRT), an international association of leading financial professionals, recognized as the standard of excellence in the life insurance based financial services industry.

David knows that people want to work with someone who is attentive to their personal needs.  David is committed to providing his clients with the financial strategies that can help meet those needs and their objectives.

Please use our Web site as a resource, and do not hesitate to contact us for additional information or to schedule a meeting. Thank you for your interest. 





 

Account Access

View Your Personal Accounts



Personal Folders

Two Tax-Friendly Retirement Plans for the Self-Employed

Solo 401(k)s and SEP IRAs are relatively simple for small-business owners and self-employed individuals to set up.

Chained CPI and Your Taxes

One change made by 2017 tax legislation, a new way of measuring inflation, may have a significant effect on individual taxpayers over the long term.

Four Financial Numbers You Should Know

Four financial numbers that you should understand (and that could potentially improve your financial situation).

FAFSA in the Fall for Lower Stress

New rules enable families to begin the FAFSA earlier using tax returns from two years prior to the academic year.

More Newsletters →