David Chase

David’s career over the last 40 years has been helping people with their personal and business goals to reach their optimum success. Developing short- and long-term goals to ensure that our education process gives them a clear and concise strategy for them to succeed.

After 35 years as a manufacturer’s representative working with people from all walks of life has given him the insight and ability to listen and understand his client’s needs. Changing his career in his middle 50s was a monumental step. After careful thought and being a child who was responsible for his mom and her long-term care needs, this path he chose was to help families make a clear path and a plan to ensure that if a long-term care situation should arise the money that they worked for all their lives was not a monetary destructive force that personally touched him and his family.