Release Date: December 12, 2023

About The Author

David M. Wright, ChFC, CLU, is a 35-year veteran of financial services and has worked with families, individuals, and businesses in virtually all areas of the industry. He is Series 65 licensed and is an Investment Advisor Representative with Sound Income Strategies, LLC, an SEC Registered Investment Advisory firm located in Fort Lauderdale, Florida. As a pre- and post-retirement advisor, David has helped hundreds of people maximize their money with income-generating financial tools and strategies. David currently resides in Sylvania, Ohio, with his wife, Marcia. He has two sons and three beautiful grandchildren, Olivia, Jacob, and Ethan. In his downtime, he enjoys singing at his church, playing golf, and relaxing with his family.

About Wright Financial Group

At Wright Financial Group, our mission is to help educate clients on an ongoing basis as to their best options for meeting their current financial needs, achieving their long-term financial goals, avoiding common retirement planning mistakes, and enjoying a lifetime of financial stability.