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An independent insurance and financial planning firm specializing in business and personal financial planning. We are here to help you achieve your definition of wealth. Being independent means we are not restricted to offering solutions provided by a single company. Instead, we search for the best resources available in order to “Expand Your Circle of Wealth” and provide you tailored solutions that will fulfill your specific needs and desires. |  
David Luke Mastos, LUTCF
Registered Representative & Financial Advisor
Phone: 608-692-8149
e-mail: dave@dlmfs.net
| My job as a financial advisor is to help you prudently accumulate and protect lasting wealth. I am able to do the most good for individuals and families that have already accumulated investable assets or with incomes that exceed their expenses. Many Financial Advisors set a minimum criteria and simply will not take on clients that do not meet it. I believe that if you possess a strong desire to accumulate wealth for yourself and your family, will make the commitment to do what is necessary and follow my advice, you should not be excluded from receiving professional counsel. We may just have to work harder, smarter and be more persistent.
If we do decide to work together, I promise … …to care as much about the achievement of your financial goals as you do.
…to be strongly committed to the achievement of your financial goals.
…to always tell you the truth, always. Even if I think it is not what you want to hear. If I do not know the answer to your question, I will tell you I don’t know the answer. Then I will exhaust every resource available to find the answer for you.
…I will help you invest and protect your capital with as much care as I do my own because I know the financial ability to fulfill the hopes and dreams you have for your family is as sacred to you as mine is to me.
…I will provide you with excellent service, the level of service I would expect myself.
…given our mutual trust, there is no reasonable goal that we cannot accomplish together if we formulate a plan and follow it without fail.
…the need for you to worry will vanish. That duty will pass to me.
…I understand that your financial future is entrusted to me, not to some plan or portfolio. It is a responsibility I accept and take very, very seriously.
Most Sincerely,
David L. Mastos, LUTCF Securities Offered Through: KCD Financial Inc. 3313 Packerland Drive Suite E DePere, WI 54115 Phone 920-347-3400 Member FINRA & SIPC |
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