David Lyle

About David Lyle

As a Financial Advisor at Equitable Advisors, I help my clients optimize their personal wealth and reduce taxes to attain the empowering financial freedom.Have you found yourself having these feelings:Frustration because as your hard-earned income increases, so do your taxes! Making you feel like you can never fully enjoying the fruits of your labor. Anxiety about making informed investment decisions. Concern about optimizing your 401(k) contributions and wondering if you have the right strategy. Nervous about your financial legacy, because you know that taxes might take a big chunk of it and deprive your loved ones of substantial cash that could benefit them.Perhaps you never had the chance to find a trusted authority in the Fiduciary, Trusted Advisor, and Financial Professional space.Maybe you don´t know where to start or where to look for such support.Well, I’m very proud to say that thanks to my experience and work done as a Financial Advisor at Equitable Advisors, I can help you with things like: Having a deep sense of accomplishment because, despite the fact that you earn more, you are using unique investment strategies to avoid taxes and grow your assets tax-free. Having peace of mind because you have a clear and well-defined plan to guide you through your savings and investments journey thanks to our unique planning process. Feeling confident because you have a team of financial experts helping you manage your 401(k) ensuring you are utilizing the unique extra benefits of the plan and consolidating old accounts so all your investments have the same objective. Feeling calm and in control because you have a well-defined plan that clarifies how much you will receive in retirement from all sources, pinpoint when you don\'t have to work anymore, and ensure that you transfer your wealth to your future generations in a tax-efficient way.To learn more about how I can help you be in control of your financial future shoot me a direct message through LinkedIn or use my contact information below.David LyleFinancial Advisor 30••••••33

Experience

1. Financial Advisor

   Equitable Advisors

   Aug 2020 — Present · Parkersburg, WV, US

   WHAT I DO:I specialize in helping individuals retire when they want, with as much money as they want. We use our goal-based approach to give clients clarity without having to pay for our time or our advice. I offer the following services: Retirement Planning Business Planning Estate Conservation Strategies Fixed and Variable Annuities Variable and Traditional Life Insurance Disability Income and Other Insurance Long-Term Care Insurance 401(k) and other Company Sponsored Plans 403(b) Plans Mutual Funds Traditional and Roth IRAs Brokerage Accounts 529 Plans Deferred Compensation Programs Buy-Sell Plans Life Insurance for Key Persons Asset Allocation Strategies HOW I DO IT:Through our personalized process, I create and target specific goals for my clients using the latest financial planning tools. In that time, I quantify your objectives and give recommendations on strategies that will get you to the finish line. Ultimately, you are driving the car the entire time, I am a GPS. WHAT MAKES ME DIFFERENT:I use a pay-it-forward model that at its core is focused on client engagement and fostering mutual trust. For that reason, my clients never pay for my time or my advice. I believe that I can improve your situation and create a lasting relationship to guide you through whatever life throws at you. Want To Learn More? Please contact me using one of the follow methods: 30••••••33

Education

• Robert Morris University

  Bachelor's degree

  2019 — 2021

• Community College of Allegheny County

  Associate of Science - AS

  2016 — 2019