Preserve Wealth Oklahoma Founder David Daugherty Attends Independent Excellence Group Round-Table
(EMAILWIRE.COM, September 21, 2015 ) Edmond, OK -- The Independent Excellence Group (IE Group) recently held a round-table meeting in Southfield, Michigan.The group and its meetings are designed to bring together top financial minds to enable their clients to receive cutting-edge retirement guidance. Dave Daugherty, the President and Owner of Preserve Wealth Oklahoma, was one of the key attendees of this meeting.
The IE Group is comprised of a highly acclaimed financial advisors and insurance professionals. Each member is expected to have specialized expertise in the areas of Wealth Management, Retirement, and Income Planning. The group has been instrumental in improving their clients' insurance and retirement plans.
In the recent round-table meeting hosted by The IE Group, one particularly important session was led by a key executive from an internationally renowned insurance company on Planning for Health Care Costs in Retirement. Highlighting the importance of planning for health care costs in retirement, David Daugherty stated; "Many folks make the mistake of assuming that Medicare and a supplement is all they will need. Whenever we have an opportunity to explain the threat that long term care costs can present, I find lots of shocked expressions."
Mr. Daugherty's contributions to the IE Group flow from his 30 years of professional practice. His firm, Preserve Wealth Oklahoma, is known for offering reliable financial guidance. The company strives to provide financial independence and peace of mind for its many clients.
Dave Daugherty is valued among his peers for his expertise in building high impact teams to develop comprehensive solutions tailored to his clients' unique goals and objectives.
About The Independent Excellence Group:
The IndependentExcellence Groupis adistinguished group of Financial Advisors and Insurance Professionals. Membership in the group is by invitation-only. To be considered for membership a professional must be carefully vetted. Members practice very extensively in the areas of Wealth Management, Retirement, and Income Planning with many prominentgroups and individuals.Over the years, the group has had great success inmaterially improving upon their clients' retirement and insurance plans.
More information is available at the group website; http://www.independentexcellencegroup.com/
About Dave Daugherty Oklahoma Independent Excellence Group Member: (Source: http://www.preservewealthok.com/)
Dave Daugherty is the President and Owner of Preserve Wealth Oklahoma and has been at the forefront of providing objective, independent advice to his clients for over three decades. Starting his career in 1977 in insurance, Dave has worked with thousands of clients throughout Oklahoma.
About Preserve Wealth Oklahoma:
Preserve Wealth Oklahoma was founded with the goal of assisting clients in every aspect of their financial lives. They provide the most comprehensive and personal service available, thus earning a reputation for excellence in the industry. The company is a firm believer in the principle that education and understanding of the current financial situation are vital to successfully make prudent decisions concerning one's future financial condition.
Their website lists more than 25 distinct financial services in 3 categories; Investments, Financial Planning and Insurance
Address: 15312 N May Ave, Edmond, OK 73013
Preserve Wealth Oklahoma
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