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To develop a financial plan for your future, it’s important for US to see a complete view of your financial future.

At Conner Financial Group, we can offer many of the following services, or we can connect you with a professional who can.

Annuities

Wealth Preservation

Asset Protection

Retirement Planning

Medicare Supplement Insurance

Group & Individual Health Insurance

Prescription Drug Plans

Tax Planning

Estate Planning

Life Insurance

IRA Legacy Planning

IRA & 401(k) Rollovers

Long-Term Care

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

President

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.

The Conner Financial Team

  • Terry Ratchford

    Terry L. Ratchford

    CLU, CHFC

  • Tom Keigher

    Tom Keigher

    Medicare Specialist

  • Tom Gray

    Tom Gray, Jr.

    Group Benefits Specialist

  • Connie Wallace

    Connie Wallace

    Administrative Assistant

  • Tina Richardson

    Tina Richardson

    Client Services Representative

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:

Social Security Maximization ~ Gaston County Public Library, 1555 E. Garrison Blvd., Gastonia NC 28056 - September 30 at 6:00pm

Social Security Maximization ~ Gaston County Public Library, 1555 E. Garrison Blvd., Gastonia NC 28056 - October 02 at 6:00pm

Sign Up For One Of Our Seminars:

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