I love being a part of and making an impact in my community, helping folks grow their wealth, achieve financial security.

As a ChSNC I am trained to work with families who need help creating a comprehensive financial strategy for their loved one with special needs. We work with clients to bridge the gap between community, government and long term support. We develop a comprehensive financial and social strategy to assist individuals to live the life they desire.

-Strategies for funding a special needs trust
-Government benefits and eligibility
-Finding the right attorney
-Planning a “three-person retirement”
-Multigenerational wealth management
-Advanced insurance planning
-Investment advisory solutions*
-Tax planning strategies for special needs situations

(765) 432-5332
David.Horine@prudential.com

Securities offered through LPL Financial, Member FINRA/ SIPC. Illumine Financial Advisors are separate entities from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: FL, GA, IN, NC, SC, and VA.

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