Get Clear Guidance
As a Fiduciary, I noticed there was a major need for unbiased and customized planning around student loan repayments.
Most people are left on their own to figure it out and are not aware of the options available to them.
Along with holistic financial planning, I found that incorporating a student loan repayment plan could save people thousands, if not tens of thousands of dollars.
It's a quick and easy process to have a student loan analysis done. So what are you waiting for? Let's work together to optimize your plan so you can stop stressing about your student loans.
GUIDE TO ALL INCOME DRIVEN REPAYMENT PLANS
Income-driven repayment (IDR) plans can make it easier for federal student loan borrowers to pay back loans if your debt is high compared to your income. They're based on your income, family size, and federal student loan type.
Life's too short to stress about student loans.
Here's how we work together,
It takes less than 10 minutes to download and send your student loan data for analysis.
We'll get together in person or virtually to go over the analysis, ask questions and discuss next steps.
We'll keep in touch to ensure the correct paperwork is getting done and things are moving in the right direction.
Beyond Student Loan Planning
Holistic Financial Planning
We'll answer your questions, discuss your goals and strategically plan together; so you can get the most out of life and not lose sleep over your finances.
We'll discuss what makes the most sense for the dollars saved and ensure you're planning for your retirement & potential taxes associated with your IDR plan down the road.
We can meet in person or virtually. You can see my availability at anytime on my website and book meetings online.
Are you ready for a less stressful and more fulfilling life?
Hi, my name is David. I’m an Independent Financial Planner affiliated with Global View Capital Advisors. I graduated from Marquette University, in Milwaukee Wisconsin with a B.S. Degree in Finance. I hold the following licenses and designations;
- The Series 66 License | Investment Management
- Life & Health Insurance Licenses
I work with my wife, Gina and our mission is to help people make good financial decisions so they can live a less stressful and more fulfilling life. We do this by serving clients across the country and take a holistic approach to financial planning.
At Global View Capital we have numerous relationships across the investment and insurance industry. This allows us to provide unique, unbiased solutions for every family we work with. The Fiduciary standard is at our core and the best interest of the client will always be the reason for any recommendation.
I’m a family guy, love being in nature and strive to make the world a better place.