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
Managing an Inheritance
A windfall from a loved one can be both rewarding and complicated.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Questions to Ask About Medicare
Take the guesswork out of your IEP or SEP with this helpful article.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Catch-Up Contributions
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
9 Facts About Social Security
There are things about Social Security that might surprise you.
Understanding Homeowners Insurance
Purchasing homeowners insurance is critical for protecting your home.
FIRE Retirement
This short, informative article teaches the basics of the FIRE movement.
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College Savings
See how much you may need to save now to cover future college costs for your child.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
Annuity Comparison
Compare annuity options to see how each one could affect your long-term income outlook.
Debt vs. Investment
Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.
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A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?