David B. Martin, CFP® David’s goal is to assist individuals and small business owners in setting financial goals, helping them formulate a strategy to address their goals. David is the founder and President of Ridgemark Financial. David earned his Bachelor of Science in Business Administration degree with a major in Accounting from Henderson State University in 1993. Prior to joining LPL Financial in 2011 and forming Ridgemark Financial, David acquired 10 years experience in the financial planning industry with AXA Advisors, LLC, and an additional 7 years of experience in the financial industry, including a variety of operational and service functions, with Stephens Inc, Little Rock, AR, and Southwest Securities, Dallas, TX. David earned his CFP® designation in 2005 after completing his Masters of Business Administration degree from the University of Dallas in 2003. His working knowledge and academic background are the foundation for his fundamental approach to financial planning and advice, in the areas of investing, asset allocation, retirement funding, college funding, estate planning, survivorship, and income protection. |
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 About Us
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This Cash Flow Analysis form will help you weigh your income vs. your expenses. This calculator is designed to help you clarify your comfort level with investment risk. Use this calculator to estimate the cost of your child’s education, based on the variables you input. How much do you need to save each year to meet your long-term financial goals? May 25, 2012 @ 03:15 AM
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