David Sargent

Managing Partner at PA Secure Retirement Solutions LLC

Doylestown, Pennsylvania

Quick Answer

David Sargent, Managing Partner, is a licensed independent financial professional at PA Secure Retirement Solutions LLC in Doylestown, Pennsylvania with 31+ years of experience. Specializing in Fixed Annuities, Indexed Annuities, Life Insurance. As an independent advisor, they offer personalized retirement planning guidance from multiple providers with no pressure to buy specific products.

✓ SafeMoney Certified™

Contact David Sargent in Doylestown, Pennsylvania

Phone: 215-740-2383

Email: [email protected]

Areas of Expertise in Doylestown, Pennsylvania

Fixed AnnuitiesIndexed AnnuitiesLife InsuranceRetirement Income PlanningWealth TransferFederal EmployeesLong Term Care PlanningTax PlanningSocial Security PlanningEstate PlanningWealth Management

About David Sargent — Doylestown, Pennsylvania

Licensed Independent Financial Professional · 31+ Years Experience · SafeMoney Certified™

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...

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Frequently Asked Questions About David Sargent & Financial Advisors in Doylestown, Pennsylvania

What services does David Sargent offer?

David Sargent at PA Secure Retirement Solutions LLC offers Fixed Annuities, Indexed Annuities, Life Insurance in Doylestown, Pennsylvania. As an independent licensed financial professional, they provide personalized recommendations from multiple providers.

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.

Is David Sargent SafeMoney Certified?

Yes, David Sargent is SafeMoney Certified™, demonstrating specialized expertise in safe money strategies and retirement income planning.

Is the initial consultation free?

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.