We help people recently retired, or getting close to retirement, plan their retirement safely so they can maintain their lifestyle and financial security.
One of the biggest problems with the retirement industry is with retirement plan consultants not offering genuine products with the client’s needs front and centre rather, than making money for the big companies.
“I’m a safe money consultant helping people navigate their retirement by reinventing their tomorrow.”
-David Duston, CFF
Along with their trusted partners and providers, MoneyWorks Group™, retirement plan consultants has been serving the community with financial literacy for a combined 125 years
First, our retirement plan consultants talk with you at length to understand exactly where you are at this stage of your working life and to learn more about you. We listen to your wishes, goals, needs and future plans. Everything is important at this stage, as we want to get to know you.
Then, starting with where you are today, together we envision your future life and what it will look like. Your future happiness and peace of mind is always our number one priority, so we will ensure that you have safety and security as your foundation when designing your future.
Now we look at what your future financial life could be with various options and with different scenarios. This is where we seek to optimize your life with as much financial freedom as possible so that you can live the future life you want.
Hear from some of our wonderful clients whom we have served already:
He has many years of experience in successfully helping business owners and entrepreneurs, educating others on personal stewardship, consulting, retail, marketing, and professional networking.
He is a strong advocate and leader in the teaching of financial literacy and helps people save millions of dollars when using accounts that can reduce, defer, or even eliminate taxes during market gains and when markets collapse.
And when dealing with David, you may want to ask him about his passion for the FC Dallas club or his collection of saxaphones!
you can expect great customer service and personal attention to ensure you are listened to and your dreams and wishes for your future are acknowledged. We will address any fears and concerns you may have about your financial future as you take the journey into retirement.
But above all you will be shown exactly how to set up your financial future for optimum safety and peace of mind.
David is always eager to educate individuals personally to make their business and financial goals a reality while building positive long-term relationships.
Others will say that “When you have met David Duston, you have met a new friend for life.” His passion for making connections is just one of David’s keys to success.
We’re aware of the importance of knowing where our debt is currently at, and how you can navigate this.
One of David’s passions is ensuring his customers are educated about the products available in the market and what they can do to minimise risk whilst maximising the safety of their capital.
Instead of being treated like a number, the team at MoneyWorks Group will take the time to listen to you and ensure all of your needs and desires are considered as you plan for your tomorrow.
We look forward to being of service to you.
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