David Wasson

Owner & Principal at Wasson Insurance Services

Insurance Agent at David Wasson in Rohnert Park, CA

About

Contact
Click for phone number
(707) 206-9643
Address
100 Professional Center Drive Suite 107 in Rohnert Park, CA 94928
Info
Languages: English
Year started: 1986

Reviews

Peer Endorsements

Best Answers

Q&A
Asked by an anonymous user

Answered by Kate Holmes PRO+
CFP® in Las Vegas, NV
Hello! Unfortunately, there isn't a one-size-fits-all answer but I'll provide some guidance to help you decide. If your 401(k) has a company match, you should abso...
401(k) Life Insurance Financial Planning Insurance Investing & Retiring Retirement IRA
Q&A
Asked by Crystal

Answered by Kirby Thomas PRO+
Online Life Insurance Comp in San Diego, CA
Ok, Here is what having a "bank" can mean when it comes to life insurance. An actual bank has money in it that came from you; that is the principal. The bank applies a...
Life Insurance Insurance
Q&A
Asked by Lee

Answered by David Wasson
Insurance Agent in Rohnert Park, CA
I would ask you first, is the 401(k) your only way to pay for the hybrid? 401(k) money can be expensive since it is normally 100% taxable. Next I would ask if the lo...
401(k) Investing & Retiring Annuities
3
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Specialties

  • Annuities
  • Life
  • Long-term care
  • Small Business

Servicing

Credentials

Licenses

Series 65
License # n/a

Disclosure

Investment Advisory Services offered through Brookstone Capital Management LLC, an SEC Registered Investment Advisor. Wasson Investment Services is a separate entity from Brookstone Capital Management LLC. Insurance and annuity products are sold separately through Wasson Insurance Services. CA License 0729203, AZ License 986624, OR License 64552. David Wasson, Wasson Investment Services or Wasson Insurance Services does not provide legal or tax advice.