Business, Estate & Financial Analysis | Center for Wealth Preservation


DAVID GORDON ULMER & ASSOCIATES, LTD. INSIGHTS INTO WHO WE ARE & WHAT WE DO 1. David Gordon Ulmer & Associates, Ltd. is a financial, estate and business planning firm. We work for our clients we help people achieve their financial goals. 2. We are compensated by investment and insurance companies, if you select our firm to recommend the companies and implement the funding vehicles (products) needed to achieve your financial objectives. 3. We do not function as a stockbroker or insurance agent, although we have all investment and insurance credentials. We are, however, Chartered Financial Consultants, Registry Financial Planners, Chartered Life Underwriters, Registered Health Underwriters and Registered Investment Advisers. 4. We are objective. We base our recommendations on your identified needs and specific goals. 5. Before we make any recommendations, we desire to have comprehensive knowledge of you, your family and your financial circumstances. This process of &aposfact finding&apos is critical to the integrity and quality of our advocacy. 6. We desire long-term relationships. We would like to do business with you today and in the future. We want you to tell us what it takes to earn and retain your trust and respect. 7. You may purchase funding vehicles through us we do no sell product to you. There is a great difference. We are professional advisors we work with and for our clients. 8. We keep in touch with our clientele via monthly, quarterly, semi-annual and/or annual statements and reports. In addition, please feel free to call us at anytime. 9. We believe that you will receive an excellent education as a result of our working relationship. The more you know about planning (financial, retirement & estate), investments and insurance, the better it is for all. We invite you to seek our expertise on any of the above or related matters. 10. We care about our clients and their continued financial security. Mr. David Gordon Ulmer 516-682-3365 Insurance Representative of Massachusetts Mutual Life Insurance Company (MassMutual) and affiliates * Springfield MA 01111-0001 Registered Representative of and securities products, investment advisory and financial planning services offered through MML Investors Services, Inc. a MassMutual subsidiary * Supervisory Office: 6800 Jericho Turnpike Suite 202W Syosset NY 11791 (516) 364-4203. Center for Wealth Preservation, Gary Ranftle, General Agent

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