When people look back on their lives, they often find that they are more successful than they thought they'd be, and have saved less than they intended. They find themselves in financial situations that are more complex and less predictable than they anticipated.

By discussing your goals and objectives, identifying your assets and liabilities, and comparing what you have to what you want, we can help create the financial security to bring you closer to making your goals a reality.

My Mission

I am a Financial Advisor that specializies working with physicians, business owners and high net worth individuals providing tax efficient strategies for accumulating wealth and innovative business soultions. My practice is designed around a holistic comprehensive approach.

As an Advisor, in all situations I will make recommendations which I would do for myself and my family if faced with a similar situation. First, I will listen. By discussing your goals, objectives and identifying your assets and liabilities - we will develop a comprehensive plan by matching tax efficient and appropriate solutions. I will provide a honest reflection and will build a relationship with you based on trust and integrity, always striving to provide you with the same level of service that I would expect for myself.

I live in the fast growing north Fort Worth area. For additional information, please email at david.sandefer@nm.com or through this website (www.davidsandefer.com)

 

The Northwestern Mutual Difference

We make plans for people, not just money. So no matter your goals, we have access to top rated products and services to help you meet each one.

  • Best Life Insurance Company ranked by NerdWallet, April 2019 1
  • Highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1 ©2017-2019 and TM, NerdWallet, Inc. All Rights Reserved.

2 A.M. Best Company, A++ (highest), May 2019; Fitch Ratings, AAA (highest), May 2019; Moody's Investors Service, Aaa (highest), September 2018; S&P Global Ratings, AA+ (second highest), June 2019. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3 Measured by 2018 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, May 2019.

David Sandefer, CLU®

Financial Advisor

If you dream it, we’ll help you live it.

See how our version of financial planning can help you live your dreams today. Learn more.

We’re happy we make you happy.

Our clients rated us #1 in Customer Satisfaction among All Individual Life Insurance Providers. For J.D. Power 2019 award information, visit jdpower.com/awards.

4 Essential Lifestyle Factors That Can Help You Prepare for Retirement

To enjoy a full, healthy retirement, consider these four essential lifestyle factors and how you'll plan for them. Read more.

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck