Understanding Today’s Financial Environment
Welcome, I’m David Batman, an Investment Advisor Representative in Central Florida. With over 33 years of experience in helping individuals and families with their financial situations, goals and challenges, I'm certain I can help you. Whether you need a simple or elaborate financial plan to help chart your course, professional money management for your investment portfolio or just a second opinion about a financial opportunity or challenge, I can help. I am a fee-only financial advisor and I do not sell commission based investment or insurance products. Look around this site for general information on financial matters and specific information on my fees to manage your portfolio or to prepare a financial plan. The initial consultation is at no cost.
I have years of experience in financial services. I can help you address your needs of today and for many years to come. I look forward to working with you through all stages of your life, please call me 352-636-8716.
Helpful Content
Buying Auto Insurance For Teen Drivers
Tips on insuring your teen driver.
The Three Keys to a Great Password
Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.
Forecast
This short video helps explain why markets can be as unpredictable as the weather.
The Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Catch-Up Contributions
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Exploring the Federal Student Grant Program
In this article, explore the benefits of the Federal Student Grant Program.
Social Security Fairness Act's New Chapter
Learn how the Social Security Fairness Act boosts benefits for eligible public sector workers and their families.
Reviewing Your Life Insurance Needs
Learn how the review process works and how it may help you better understand your Life Insurance.
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
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Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
The Power of Interest - How Long Will it take My Money to Do
Use the Rule of 72 to estimate how long it takes your money to double at a given rate.
Should I Buy or Lease an Auto?
Compare the true costs of buying versus leasing a vehicle to find the better fit for you.
Student Loan Payoff Calculator: Extra Payments Can Save You
See how extra payments toward your student loans could shorten your payoff timeline.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
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The Business Cycle
How will you weather the ups and downs of the business cycle?
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.