My Partnership with Planswell

At David Zbonski, LLC, I believe that everyone deserves access to sound, professional financial planning. To help bridge the gap between those seeking guidance and the expertise they need, I have partnered with Planswell.

Planswell is an innovative platform designed to connect individuals who are actively looking for financial planning or investment assistance with qualified, independent advisors. Please note that I pay a fee to Planswell to identify individuals who may want financial planning or investment assistance.

Through this partnership, I am able to meet with individuals who are ready to take control of their financial futures, assess their unique situations, and provide the personalized investment strategies necessary to help them reach their goals.