David McEntire, NSSA® Advisor · Prosper, TX
David McEntire
Financial Advisor, Provision Retirement
Professional Profile
David McEntire is a trusted Financial Advisor at Provision Retirement in Texas, specializing in guiding clients through the complexities of Medicare, Social Security, and retirement accounts. With a unique background in hospitality management, David combines his passion for personalized financial planning with a commitment to delivering exceptional service. His ability to simplify intricate financial concepts allows clients to achieve clarity and peace of mind when making retirement decisions.
David McEntire has earned the National Social Security Advisor (NSSA®) certification, demonstrating advanced expertise in Social Security claiming strategies.
As a Retirement Income Certified Planner (RICP) and a National Social Security Advisor (NSSA) certificate holder, David ensures that his clients receive expert advice tailored to their individual needs. He holds a Series 65 registration with FINRA and is licensed through the Texas Department of Insurance, reinforcing his authority in the field. David is dedicated to making financial guidance accessible to all clients, whether they are local to the Dallas-Fort Worth area or connecting virtually from elsewhere.
A Texas native, David understands the local market's nuances and is well-equipped to help families plan for their financial futures. Residing in Celina, TX, with his wife and three children, he balances his professional life with a love for family time and cheering on the San Antonio Spurs. Trust David McEntire to provide insightful, reliable, and personalized financial strategies that pave the way for a confident retirement journey.
Disclosure
Investment advisory services are offered through Provision Asset, LLC, a Registered Investment Advisor with the SEC. Insurance products and services are offered through Provision Retirement, LLC, or through our team of independent agents. Provision Asset, LLC and Provision Retirement, LLC are affiliated companies. Provision Asset, LLC and its advisors do not render tax, legal, or accounting advice.
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