David Law
Phone: 315-717-1941 David combines the skills of analysis from his engineering training with his interest in transforming emotional decision-making into solid strategies in financial matters. After observing how many careful, rational persons reacted to market declines in 1987 and again in 2000-2001, he decided to change his focus in 2006 from providing technical and engineering solutions to helping clients to make better financial decisions, being selected in 2008 by MetLife for its financial planning training. The economic turmoil starting in 2007 graphically highlights how important it is to have an overall strategy which has the flexibility to successfully move past traumatic economic events. David concentrates on client concerns related to how to use money more effectively to (1) pursue personal goals such as reduced work hours to spend more time with family or in charitable activities; (2) use retirement account rollovers allocated to achieve diversification for future time periods of income, (3) build more robust business strategies for owners, executives, and retention of valued employees; (4) provide for loved ones in the event of temporary poor health or an accident; and (5) reduce risk by implementing strategies to better manage tax issues and potential long-term chronic health problems so that more money is kept with the business or the family. A number of persons have confided that they have personally experienced or know of others who acquired funds from an inheritance or the sale of a house or business, only to find that without adequate planning their money did not last as long as expected. David also assists in dealing with changes in income and expenses, by using the years approaching retirement and in early retirement to better advantage, by protecting businesses against the impact of the loss of key persons, and by providing the means for a lifetime income for individuals, couples, and families. He enjoys seeing the control that clients gain over their lives as they separate the flood of sometimes conflicting information available on the Internet and in the news media from the workable strategies that can make a lasting difference. David gained valuable experience during 15 years of working with owners, executives and managers of companies in Virginia, Delaware, Maryland, New Jersey, Pennsylvania, and New York on solving technical issues. He compared what the financial media publicized with the outcomes after what he observed firsthand in the electronics, pharmaceutical, cosmetics and biotech companies where he collaborated with engineers and scientists to provide solutions for projects that would influence the future prospects of those companies. Besides using languages to enjoy a multicultural group of friends and travel, David enjoys water sports such as swimming and scuba diving. In volunteer activities he meets immigrants working to overcome traumatic past experiences to succeed in their newly-adopted country and also prison inmates whom he encourages to apply principles that will make for reentry into society as positive-minded, hardworking contributors. Practice Areas Education/Certifications 
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200 Ashford Center North Phone: 770-353-6400 |