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
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
Variable Universal Life Insurance
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Understanding the Basics of Medigap Policies
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
Strategies for Managing Student Loan Debt
Five strategies for managing your student debt.
Do Your Kids Know The Value of a Silver Spoon?
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
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How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
Annuity Comparison
Compare annuity options to see how each one could affect your long-term income outlook.
Debt-to-Income Ratio Calculator
Calculate your debt-to-income ratio to understand how lenders may view your financial health.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
Student Loan Payoff Calculator: Extra Payments Can Save You
See how extra payments toward your student loans could shorten your payoff timeline.
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Timing Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.
Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
Retirement Redefined
Around the country, attitudes about retirement are shifting.