We strive to form long-lasting relationships based on mutual trust and respect
At Conner Financial Group, we can offer many of the following services, or we can connect you with a professional who can.
MEDICARE SUPPLEMENT INSURANCE
GROUP & INDIVIDUAL HEALTH INSURANCE
PRESCRIPTION DRUG PLANS
IRA LEGACY PLANNING
IRA & 401(K) ROLLOVERS
Social Security Timing
Social Security income is a valuable source of retirement income that protects against three significant retirement risks -- inflation, market volatility, and longevity. For many boomers, given the shift away from traditional pension plans, Social Security will provide them with the only income that's guaranteed for life.
Making the best decision about when to start Social Security can be complicated. At Conner Financial Group, LLC, we will help you plan for Social Security, so you get the most out of your Social Security benefits and income.
Social Security Articles
- Why Maximize Social Security?
- Taking SS Early or Late
- Unusual Timing Strategies
- What's at Stake Calculator
- FREE Social Security Timing Brochure
David L. Conner
David L. Conner has over 25 years of experience in financial and estate planning and specializes in helping clients live and enjoy the lives they envision for themselves and their families.
A 1988 graduate of the University of North Carolina at Chapel Hill with a double major in Economics and Political Science, David works with families and businesses throughout North Carolina and the Southeast developing strategies to enhance their financial position, achieve financial growth, and maximize retirement income and security. David is the recipient of numerous awards including The National Quality Award, The National Sales Achievement Award and The Million Dollar Round Table where he is Top of the Table member. He also is a past President of the Gaston County Association of Insurance and Financial Advisors.
He and his wife, Josie, are parents to four boys and a girl. Coaching youth sports through his church, teaching Sunday school and Vacation Bible School, and having served on several boards in Gaston County, David remains actively involved in the community where he has lived for 48 years.
Our client workshops, appreciation events, speaking engagements, and presentations provide an opportunity for you to receive additional financial information at no cost. We offer informational seminars and guest speakers, as well as educational handouts, reference materials, and product literature.
WE INVITE ALL CLIENTS, REFERRALS AND VISITORS TO ATTEND OUR EVENTS.
UPCOMING EVENTS:October 2017 Seminar Dates: Tuesday, October 17th, 2017 6:00pm - 7:00pm Matthews Public Library 230 Matthews Station St. Matthews, NC
Submit your questions below and David will contact your promptly
Conner Financial Group
3302 S. New Hope Road, Ste 100D
Gastonia, NC 28056
Phone: (704) 869-8102
Fax: (704) 865-3103
|Proud Members Of:|