David Rottschafer

David Rottschafer

Rottschafer Wealth Solutions

This adviser will provide you with a COMPLIMENTARY initial consultation

Minimum client assets required: $100,000

Minimum client income required: No minimum required

Title: Owner & Principal

Offering advice since: 1994

Areas of focus:

  • Annuities
  • Business planning
  • Divorce planning
  • Charitable and Planned Giving
  • Elder Issues (long-term care, pre-mortem planning)
  • Educational Planning
  • Estate Planning/Wills
  • Insurance (risk management, disability insurance)
  • Life Planning
  • Medical and Health Issues
  • Portfolio Management
  • Real Estate
  • Retirement Planning
  • Securities
  • Stocks and Bonds
  • Tax Planning

Further information about David Rottschafer:

David has earned the CERTIFIED FINANCIAL PLANNER™ certification from the CFP Board of Standards. Additionally, he has earned the designation of Chartered Retirement Plans Specialist from the College for Financial Planning in Denver. He is a Investment Advisory Representative in the state of Georgia and a Registered Principal with Multi-Financial Services Corp (MFSC). He has over 16 years experience in the financial services industry and has helped hundreds of people and dozens of companies design and implement a retirement plan that fits their needs.

David has written many newsletters and newspaper articles and has lectured extensively on the topic of retirement and business planning. Additionally, he has taught financial classes sponsored through the Fayette County Parks and Recreation Department and local employer, Bonnell Corp.

David and his wife, Renee, are proud to be members of Southside Church in Peachtree City, Georgia. They live in Peachtree City with their four children.

Compensation and Fee Structures:

We are a fee-based financial consulting firm that has served the Metro Atlanta area since 2001.

Licenses, Certifications & Affiliations:

Certified Financial Planner®

Education:

Bachelor of Science, Psychology, University of Illinois

Will provide references upon request?

Yes


Further information about Rottschafer Wealth Solutions:

Rottschafer Wealth Solutions

(Size of firm: 0-9 advisors)

Rottschafer Wealth Solutions specializes in personalized financial services for individuals and businesses. Our mission is to develop lifelong relationships based on objectivity, integrity and competent financial planning and management. Working closely with you and your other advisers, we can develop a comprehensive plan or focus on a particular area of concern: retirement planning, wealth preservation, estate planning, and portfolio management. We are an independent financial service firm, and as such can offer a wide range of products and services that we customize to our client's needs. Thank you for considering us in your search.

Securities and advisory services offered through Multi-Financial Securities Corporation, member FINRA, SIPC. Rottschafer Wealth Solutions otherwise unaffiliated with Multi-Financial Securities Corporation.


Contact Information for David Rottschafer

Phone: 678-364-0187
Please support us by letting this adviser know you found them through Boomerater

Fax: 678-364-0487

Address for David Rottschafer:
271 Highway 74 North
Suite 4
Peachtree City, GA, 30269

Request a COMPLIMENTARY consultation from this adviser!
Fill out the form at the top of the page


This listing is intended for informational purposes only and does not constitute an offer to sell or an offer to buy any security. Boomerater.com is in no way affiliated with or recommending any of the advisors listed in our database, and Boomerater.com is not responsible for any errors regarding the information displayed on this website. Please verify all information prior to selecting an advisor.

Have David Rottschafer contact you

Fill out the form below and this advisor will contact you directly

Do not submit account or other confidential information via this form.

Font Size: increase font size decrease font size