Fixed AnnuitiesIndexed AnnuitiesLife InsuranceRetirement Income PlanningWealth TransferFederal EmployeesLong Term Care PlanningTax PlanningSocial Security PlanningEstate PlanningWealth Management
About David Sargent — Doylestown, Pennsylvania
David Sargent is a Managing Partner at PA Secure Retirement Solutions LLC, serving clients in Doylestown, Pennsylvania and the greater Bucks County region. As a Safe Money Certified™ professional and Certified Financial Fiduciary, David brings over 31 years of experience in the financial services industry to help clients achieve financial security.
Comprehensive Retirement Planning ExpertiseDavid graduated from Temple University in 1995 with a B.A. in Political Science-Pre-Law and has since devoted his career to retirement planning, investment management, and insurance planning. He specializes in developing financial strategies that help Pennsylvania clients create a reliable income stream they cannot outlive while working towards growing and protecting their investment portfolios.
Independent Advisory ApproachPA Secure Retirement Solutions LLC is not owned by a bank, brokerage firm, or insurance company. This independence allows David to provide objective advice and do what he feels i...
Service Areas
Contact for service area information
Media
No media available
Upcoming Events
No upcoming events
Profile Updates
No recent updates
Frequently Asked Questions About Financial Advisors in Doylestown, Pennsylvania
Why work with an independent financial advisor?
Independent advisors aren't tied to a single company's products, so they can recommend the best solutions for your specific needs. They focus on education first, helping you understand all your options before making decisions.
What is SafeMoney Certified?
SafeMoney Certified advisors have demonstrated expertise in safe money strategies and retirement income planning. They prioritize principal protection and guaranteed income solutions for their clients.
How much does a consultation cost?
Most SafeMoney.com advisors offer complimentary initial consultations. There's no cost or obligation to meet and discuss your retirement planning needs.
What should I expect in my first meeting?
Your first meeting typically covers your current financial situation, retirement goals, risk tolerance, and timeline. The advisor will explain different safe money options and answer your questions without pressure to buy anything.