Meet our Retirement Expert!

David Lessing
VP of Sales and Marketing

David Lessing is a seasoned financial consultant specializing in retirement income planning, with a strong focus on annuity-based solutions. As a sole proprietor, David works directly with individuals and families to help them protect their savings, reduce market risk, and create reliable income streams for retirement.

With extensive experience in annuity strategies, David partners with trusted insurance carriers to match clients with products that align with their long-term financial goals, risk tolerance, and retirement timelines. His consultative approach emphasizes education, transparency, and personalized planning—ensuring clients fully understand their options before making important financial decisions.

In addition to client advisory services, David oversees all sales and marketing efforts for his practice, managing lead generation, follow-up strategies, and client engagement processes to deliver timely and responsive service.

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