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“The Changing Story of Retirement”

Will you be prepared for retirement when the time comes?

Planning is key when it comes to retirement. This free guide highlights the questions you need to ask as you plan for the future, including:

  • How to get started with planning for retirement
  • Your options for saving for the future
  • Why tax planning is crucial for retirement planning
  • Methods for covering health care costs
  • And more!

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Download your complimentary copy of “The Changing Story of Retirement”

Meet David Faulkner, CFP®

With more than 20 years of experience as a financial advisor, David Faulkner has one focus: sharing his knowledge with others. He works with people who are approaching or already in retirement, empowering them to make the best financial decisions for the future.

David is a CERTIFIED FINANCIAL PLANNER™ professional and is fully licensed in investments and insurance.  He is also a member of Ed Slott’s Elite IRA Advisor Group, a national group of advisors with expertise in working with IRAs and taxes. He is a contributing writer for Kiplinger and has been recognized in Texas Monthly, Forbes, and the Wall Street Journal as a Five Star Wealth Manager. He was also recognized in D Magazine’s Best Financial Advisor list.


Don’t wait — start planning for your retirement today!

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Office phone: 972.931.3700
Fax: 972.931.9023

Addison Office
15301 Spectrum Drive, Suite 115
Addison, TX 75001

Arlington Office
2001 E. Lamar Blvd., Suite 150
Arlington, TX 76006

Allen Office
Office of Convenience
825 Watters Creek Blvd., Suite 250
Allen, TX 75013

Investment advisory services offered through Spectrum Advisors, Inc., a Registered Investment Advisor.

Insurance guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company and may be subject to fees, surrender charges and holding periods.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual\'s situation.