Profile: David Winer

David Winer is the President and principal planner at Elders Financial LLC. He entered the field of financial services in 1988. He has an undergraduate degree in Sociology and an MS in Marketing. David has more than 26 years insurance, 19 years retirement planning, and eight years securities experience. He completed Certified Financial Planning courses at PDI Institute in Dallas Texas.

Since 1994, David has focused on providing a financially conservative, reduced risk approach to his clients. Emphasis is given to investment safety, liquidity, and potential tax reduction. David was born and raised in Wisconsin, and has made his home in Plano, Texas with his wife and family since 1981.





Life Insurance Guide

Learn more about the various life insurance options available to you that can help you achieve your goals.

Download

Elders Financial LLC

David Winer
(479) 310-8600 David.Winer@RetireVillage.com

Looking for Answers?

Download the Safe Money Guide Now and learn more about safe retirement options that can help you achieve your retirement goals.

Download

Contact

Fill out the form below with your questions and for updates to our full library of retirement planning articles, videos, and downloadable booklets.

Home

David Winer

David.Winer@RetireVillage.com

900 SE 5th Street, Suite 22 Bentonville, AR 72712

(479) 310-8600


Newsletters | Calculators

Annuity Questions?

Download the 2017 Best Annuity Rates Report Now and learn more about annuity options that can help you achieve your retirement goals.

Download

Disclaimer: The videos, articles, and downloadable booklets presented here are intended as information only and are not intended to repesent tax, legal, or investment advice. Financial products can differ based on your state of residence, your age and the product you select. Many financial products such as annuities may contain surrender charges and/or restrictions on access to your funds. Optional lifetime income benefit riders are used to calculate lifetime payments only and are not available for cash surrender or in a death denefit unless specified in the annuity contract. In some annuity products, fees can apply when using an income rider. Guarantees are based on the financial strength and claims paying ability of the insurance company. It is important that you read all insurance contract disclosures carefully before making a purchase decision. Rates and returns mentioned on any program presented are subject to change without notice.