David Mehler
Owner @Mehler & Associates Insurance And Financial Services
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WORK HISTORY
Owner @Mehler & Associates Insurance And Financial Services
Greensboro, NC, US
The mission of Mehler & Associates is simple yet powerful: Making sure our clients avoid financial loss and achieve financial success.Put another way, we help protect and preserve wealth while simultaneously growing it safely and consistently.We\'re patient, conservative, careful, experienced, knowledgeable, detailed. You deserve nothing less.We work with individuals, families, business owners and professionals of all types to protect, grow, preserve, manage and transfer their wealth to future generations.We strive to defend wealth from the ravages of investment losses, inflation and especially taxes, legally minimizing or eliminating taxes at every stage of life.We accomplish this via a consultative and collaborative, needs-based approach that puts the focus on the desired outcomes of the client.We ask a lot of questions and we make sure we understand all of the facts and your feelings. We endeavor to help you gain clarity and insight into your financial life, so there is a plan in place, always working to help you feel confident that you\'re on track and all aspects of your financial matters are optimized.Services Available Financial Planning Income Loss Replacement Planning Retirement Fund Accumulation Planning Retirement Income Distribution Planning (Tax-Free) Estate Planning Wealth Transfer Planning College Funding Plan Coordination with Business, Family & Estate Planning Attorneys Advanced Business Protection Planning Retirement & Estate Planning for Business Owners Funded Guardianship Planning for Minor Children
EDUCATION
The American College of Financial Services
Certified Financial Planner (CFP), Financial Planning and Services
North Carolina State University
B.S, Parks, Recreation and Tourism Management
The American College of Financial Services
Chartered Financial Consultant (ChFC), Financial Planning and Services
The Boston Institute of Finance
CERTIFIED FINANCIAL PLANNER, Financial Planning and Services
NAIFA Leadership In Life Institute
LILI, Level 5 Organizational Leadership
The American College of Financial Services
Life Underwriting Training Council Fellow (LUTCF), Insurance
Wingate University
Sport Management
The American College of Financial Services
Chartered Life Underwriter (CLU), Financial Planning and Services
SKILLS
ABOUT DAVID MEHLER
At Mehler & Associates, your business is our business. We handle the commercial insurance needs from everything from the mom and pop retail shops, apartment buildings, all the way up to several well-known international organizations.Apart from my passion for the insurance and financial services industry, I love spending time with my wife, four children, our dogs, and being heavily involved in volunteering for several civic organizations in my community (Three Dogs Animal Sanctuary, Special Olympics, etc).I was also fortunate enough to be recognized for volunteerism by the Obama Administration, receiving the President’s Volunteer Service Award multiple times.When you’re ready to talk, feel free to send me a message here on LinkedIn or reach out to me at 33••••••41.The testimonials below were provided by clients of David Mehler. These testimonials were unsolicited by David and no cash or non-cash compensation was provided for the testimonial. These testimonials are based on the experiences of a few people and is not a guarantee, promise or reflection of all client’s experiences.
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