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David Wheeland

Safe Money Investments
Investment Advisor

Contact Information:

Modesto, CA 95356
United States
T: 209-526-6422

Years in Business:

 

35

Clients I'm Seeking:

 

People that want to protect their money, retirement funds from market risk with the opportunity for double-digit gains.

About My Business:

 

I've been in the financial services industry sine 1979. I achieved recognition as a member of Merrill Lynch's "Executive's Club". I have extensive experience in growing and protecting my clients' retirement portfolio. Specialties: Safe Money Options w/ very attractive growth / income opportunity My clients participate in market gains without any market risk or fear of loss - I can offer "peace-of-mind" in this very volatile market. I specialize in Growing and Protecting my clients' safe / retirement money - participate in index gains with No Market Risk / No Losses. Capture gains on auto-pilot and never give them back. All captured gains are locked in and can't be lost, no matter what the market does. Enjoy protection and opportunity at the same time - and "peace-of-mind" in this volatile market! Lifetime income benefits available and penalty-free access to your money. Tax-Free Retirement Plan • Tremendous wealth accumulation potential! • No Market Risk – participate in index gains to 16%+ with zero losses! • Earnings not subject to income tax • Tax-Free income / withdrawals available • Tax-Free benefits for beneficiaries

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