Watch This Video To Learn How To Secure Your Financial Future

About David  

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Everyone deserves the opportunity for his or her retirement to be a worry-free time of fulfillment and enjoyment.

One of the biggest factors in enjoying your golden years is having assured sources of enough money to keep you in a comfortable lifestyle, and for those sources to be resilient enough to take care of you and your family even if you encounter health challenges. Many clients also want their retirement years to be free from worry over dips in their retirement accounts. 

David Albin’s retirement-planning mission is to help clients have enough cash available for long, happy and healthy retirements, to have ample cash even after a spouse passes away, to not have to worry about large swings in investment values, and to preserve as much of their hard-earned savings for children, grandchildren and favored causes as possible.

David takes the time to learn about each client’s motivations, their desires and biases, their resources and their projected needs. Then he uses structured planning to help select those time-tested products and techniques that are best suited to augment and better the client’s situation. Often clients are shown tools that they had not previously considered and can move towards more predictability in meeting their future retirement needs.

The most gratifying time for David is when a client is pleased with a self-completing plan to realize his retirement goals.

Schedule An Appointment For Your Complimentary Financial Checkup

In this checkup, you'll discover...

  • How long your current savings could last in retirement.
  • All of your options to make your money work for you. 
  • How to optimize your social security benefits.
  • How you could legally pay fewer taxes. 
  • Strategies to help ensure you never run out of money in retirement.


We help advance the retirement readiness of women, widows and divorcees to get the most from their retirement savings.

Complimentary eBook: Women and Wealth Action Guide

In this eBook you will learn...

  • How to make the most out of every dollar you've saved for retirement.
  • How to ensure you don't run out of money in retirement.
  • How to enjoy the same lifestyle you did before retirement.
  • How to cover all healthcare, medical and long-term expenses.
  • And much, much more! 

Test Your Knowledge Of Women & Wealth 

Contact Us

Still have concerns about your financial future? Our team is here to help. You're one click away from expert answers to your most critical retirement questions.

Address: 17075 Copper Hill Drive Morgan Hill, CA 95037  

Phone: 408-779-0826