Taxable at earned income rates in retirement.
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Wealth Advisor / Agent

Wealth Strategies

From one friend over coffee, to a family gathered around the kitchen table, this intimate small setting presentation covers the services offered by David Pandone Wealth Strategies.  In 60-90 minutes I cover both the rationale in the current business and economic environment for seeking safety for a portion of a family's wealth, as well as the strategies and benefits offered by the accounts we service.  While this initial consultation for pre-qualified prospective clients is free, the information and potential impact to a family's long-term wealth can be monumental.  Contact me via the "tell me about yourself" button below for details.

Learn More About the Possibilities:

Let me know in general terms what your lifestyle and living conditions are and I can begin to pre-qualify both the strategy and the topics we'll need to discuss to help you.  I don't need specific personal information at this point; feel free to skip your last name and phone number if you wish.  I will need an email address if you expect a response.  Click through to the submission form, I'm looking forward to our conversation!

Your Father's Wall Street...

Link to FREE 17-page Financial Success download

Form-fill to Free Financial Success Download page

is very much a thing of the past.  With crisis after crisis in the financial sectors people can feel something is "off", yet they aren't being told exactly what.

I put my experience and research into a FREE download for those who want more information quickly.  Even the text is color coded for those who have only a few minutes to skim, and those who are looking to dig into details.

Learn more HERE.

MoneySmart Workbook

Step by Step

This presentation walks attendees through the MoneySmart Personal Finance Workbook illustrating how each section works with the others as a whole financial organization solution.  Covered in-depth are the monthly budget, multiple income, financial goal, savings allocation, and investment tracking sections.  Key topics on money, earned interest, and economics are also visited. (currently under development)

Also available on davidpandone.com:

Personal Finance Education Series

MoneySmart Chapter Walk-through Series

The key ingredients that make money grow and how to identify them in the many options in today's investment market.

In spite of vastly different income levels, many people today are facing the very same challenges: making available cash flow cover their financial commitments.

Income Lifestyle

With even a modest cash flow, a proper strategy to planning your goals can make even grand financial plans possible given enough time.

Tracking the information necessary to understand investments can be very complex, yet is easily understood when the information is organized and formulae are in front of you where you need them.

Tracking the many purposes for which you have money in your savings can be confusing.  This allocation table in the MoneySmart Personal Finance Workbook makes it a breeze!

What Kids Need to Know

Financial Success

This presentation for kids, and anyone who ever was a kid, is available for both youth (13-18) and adult (19+) audiences.  It gives young persons a running start at being financially successful from their first job search to saving and growing their money.  It gives information pertinent enough to adults to have inspired numerous parents of my high school students to ask, 'can I take your class somewhere?'

First written several years ago for a non-profit in service of kids in foster care.  Now the program is made available for other youth and business groups.

David Pandone Wealth Strategies

If you'd like to schedule a brief phone call to address a few of your questions, you can request a time-slot on my calendar [HERE].

You can inquire about open dates by dropping me an email or leaving a message on my answering service which you can access on the Contact Me page once you have logged in.  You may register a FREE membership to the site [HERE].

For Christian Audiences

God's Money

This scriptural based and integrated presentation reviews the use of money as it was instituted by God for the use of those that serve him.  Scriptural callings support the points made throughout and modern attitudes are compared to commandments and divine guidance for money's proper purpose throughout the Bible.  It's an eye-opening review of modern attitudes specifically beneficial for organizations dependent upon the donations of a financially healthy congregation.

Higher are his thoughts than our thoughts... Therefore, higher are his priorities than ours.  If we understand what's important to God, then we can focus our lives and efforts towards that end.

If we understand the intended function of money, then we can develop a proper attitude toward it and every thing, every purpose, every organization whose needs it supports.

For anything to function as money, it must have some very specific key characteristics.  Oddly enough, the cotton-based US dollar that we're all so familiar with does not qualify as 'money' because it lacks some of the key characteristics!

David Pandone Wealth Strategies

If you'd like to schedule a brief phone call to address a few of your questions, you can request a time-slot on my calendar [HERE].

You can inquire about open dates by dropping me an email or leaving a message on my answering service which you can access on the Contact Me page once you have logged in.  You may register a FREE membership to the site [HERE].

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