Dave Marlin serves as one of Bolt Financial Group's Wealth Advisors located out of the Dayton and Springfield, OH areas and is excited to partner with Agdeavor Investments. A Chartered Retirement Planning Counselor, Dave has over 20 years of investment experience and is committed to helping individuals through the retirement planning process. Prior to joining Agdeavor Investments, Dave served 28 years as a pilot in the United States Air Force and has earned a BS in Civil Engineering, a MS in Aviation Management and his CRPC and Series 65 license.
Dave understands the anticipation and anxiety that comes as you approach retirement and protect your assets. We all have the same questions: “Have I saved enough or will I run out of money?” “Will Social Security and Medicare still be there when I need it?” Some of us have saved enough, but aren’t sure how to draw on our accumulated wealth to accomplish our retirement goals. Let Dave help you prepare and navigate through your retirement years and beyond.