At Conner Financial Group, we can offer many of the following services, or we can connect you with a professional who can.
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.
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.
Group Benefits Specialist
Client Services Representative
Lake Wylie Public Library - April 29 at 5:30pm
Lake Wylie Public Library - May 01 at 5:30pm