April MOROF Member Spotlight

David J. Blount, CFP®   David founded Investment & Insurance Planning Services, LLC in 2005 and has been practicing for over 15 years. During this time, he has developed a niche working with doctors, dentists and chiropractic small business owners. Utilizing his skills in retirement, investment, estate and insurance planning, he can help you solve the financial complexities of making the most of your medical practice and financial assets. His focus is in helping clients protect and grow their life savings, take care of their loved ones and distribute their wealth in the most tax advantageous manner. As an independent advisor, he’s able to offer financial services from a wide variety of highly rated companies. You can rest assured that his interests are aligned with yours because as a CERTIFIED FINANCIAL PLANNER™ and Investment Advisory Representative he’s obliged to deliver services under a fiduciary standard of care. He understands the competing challenges and opportunities of running a small business.

RSVP is requested, please.Register Now!

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MOROF Open House/Afterhours Event
Advanced Dermatology (NEW Lake Nona Location)

Click here to register for this EVENT

Medical Office Resources of Florida, LLP is a professional team of service and supply companies, practice administrators and healthcare professionals providing valuable knowledge for the Florida medical industry through one unified source.
www.mor-of.net
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