Wealth Preservation Consultant
David B. McMillen has helped people preserve their assets and invest wisely for over 33 years. David is a respected provider of retirement distribution strategies along Colorado’s Front Range and focuses on the areas of conservative retirement income and estate and tax planning, as well as managed exceptional risk wealth preservation and creation. His practice also helps pre-retirees and retirees avoid the most common financial mistakes. As an experienced Wealth Preservation Consultant, David helps his clients clearly identify their financial goals, evaluate their financial situation, and create a comprehensive action plan and timeline for their future.