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

Backed by the strength of Northwestern Mutual, my team and I provide you with a balanced approach to achieving your goal of financial security, assuring that your intentions have been understood and your needs are being addressed. And when it comes to implementing solutions, the full capabilities of Northwestern Mutual are leveraged to provide you with exclusive access to a comprehensive variety of products and services.

David Sandefer, CLU®

Financial Advisor

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