About Us |
|
David Duston | Retirement Planning Specialist
Those who know him will tell you: “When you’ve met David, you’ve met a friend for life”.
David Duston, founder of MoneyWorks DFW, has been helping others learn how money works for years. Holding a Life and Health Insurance License in Texas, David is a strong advocate and leader in the teaching of financial literacy. The safe money and income strategies he shares help people save millions of dollars when using accounts that can reduce, defer, or even eliminate taxes during market gains and, more importantly, when markets collapse. A native of Columbus, Mississippi, David graduated from Mississippi University for Women (and smart men, too!) in 1995 with a Bachelor of Science degree in Biology. With an understanding of how living things function easily applied to the principles of business and finance, David has now enjoyed many years of experience in successfully helping business owners and entrepreneurs, educating others on personal stewardship, consulting, retail, marketing, and professional networking. David’s keen insight and analysis provide a foundation for identifying opportunities, and for strategically designing and implementing client solutions with integrity. Besides continually learning and sharing his time and insight with others, David’s favorite moments are spent with his family and friends, making a positive difference in the lives of others, and enjoying such hobbies as playing the saxophone and piano while continually evolving as a true Texas barbecue connoisseur. Based in Frisco, David currently serves Dallas/Ft.Worth and the surrounding North Texas area. Officially a “Texan-by-choice” since 2007, he looks forward to helping you achieve your financial goals - and building a relationship you can count on for the future. |
|
|
|
|
Our Services
What We Do For Clients |
Asset Protection
Retirement doesn’t mean that it’s time to stop growing. Same holds true for your money. It should mean, however, that it’s time to stop taking unnecessary risk.
We specialize in helping retirees protect their retirement assets while continuing to move forward. |
Family Legacy Planning
Many of our clients want to leave a legacy for their children and grandchildren and are shocked to learn how easy it is to double, even triple their inheritance – TAX-FREE AND GUARANTEED!
We also work with our clients and help them embrace their own mortality and be prepared for the loss of a spouse and the income burdens this can often create. |
Extended Care Solutions
Long-term care/extended care costs have gone up substantially in the last 10 years. Unfortunately, the statistics are not in our favor, a plan to address these costs should be included in every retirement strategy.
The good news is we work with hybrid insurance plans that leverage your dollar in case you need it for extended care, but remain 100% accessible for withdrawal if you don’t. |
Retirement Income
Creating an income plan to last throughout retirement is perhaps the single most important challenge retirees will face. It’s very likely to spend 30 years or more living in retirement without earned income.
We create a customized retirement income plan, encompassing all sources of income, for each one of our clients and no two plans are exactly alike. Let us get to work on a plan for you. |
|
Listen Every Week!
|
When it comes to getting safer with your retirement, sometimes the
first step is the hardest. We want to make it easy for you and take away the anxiety and uncertainty that often comes with working with someone new. Now you can read all about David's safe money strategies and how he’s helped hundreds of retirees just like you. Did you know that Warren Buffet’s number one rule to investing is never lose money? He also has a second rule… |
|
Contact Us
|
MAIN OFFICE
1800 Preston Park Blvd Suite 130 Plano, TX 75093 |
|
EMAIL
[email protected] |
|
CALL US
(214) 584-6391 |
|
|
|
