Close to 40 years ago, David Long was living in England, working for Pan Am Airlines and doing tax returns for fellow employees. In 1980, David realized that all he was doing was recording history rather helping people gain control of their futures. Making the transition to Entrepreneur and Financial Counselor, David realized that anyone who gives clients financial advice without a thorough background in taxes is not looking at the entire picture. His goal when he provides a comprehensive financial plan, he noted, is not necessarily about the accumulation of wealth, but rather the absence of poverty in retirement. From insurance and legal document reviews, to tax benefits and investment strategies, David’s first objective is not to sell products, but rather to provide full service planning and a road map for the future. David specializes in individual plans and wants our readers to recognize that their plans need to be reviewed at regular intervals due to improvements to investment and insurance products, as well as constant changes in tax law. He feels that educating his clients on the “why” behind the plan is as important as the plan itself. David's key to success is ethics, putting the best interests of his clients above all else.
David Long, CFP, EA
Personal Tax Systems, Inc
Financial Planning Associates
Registered Securities Principal/ Certified Senior Advisor
203-775-4600
