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
The Most Overlooked Item of Any Home Improvement
The item most homeowners forget on their home improvement project checklist is insurance.
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Life Insurance Myths: Debunked
Whether you have life insurance through your work or are retired it pays to know the truth about life insurance coverage.
Prescription Drug Benefits Under Medicare (Part D)
Do you need to enroll in Medicare Part D? Read this article to learn more about whether you need this coverage
A Look at Diversification
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Find That Lost Retirement Account
With over 24 million “forgotten” 401(k) accounts, you may be surprised to learn of your unclaimed “found” money.
Understanding Homeowners Insurance
Purchasing homeowners insurance is critical for protecting your home.
Money that Buys Good Health is Never Ill Spent
It's important to make sure your retirement strategy anticipates health-care expenses.
Building a Solid Financial Foundation
Sustain financial well-being or create wealth through these actions.
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Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
Long-Term-Care Needs
Estimate potential long-term care costs and what coverage may help address them.
Should I Buy or Lease an Auto?
Compare the true costs of buying versus leasing a vehicle to find the better fit for you.
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Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Preparation is the Key to Retirement
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.