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At Sound Advice Financial Planning, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. Working together with you, we can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • When can I retire?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Financial Advisor David Lesnick has helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your your needs, goals, and individual situation.


David Lesnick

Financial Advisor



David Lesnick is a sole practitioner providing retirement and estate planning services to a wide variety of clients and businesses (continues ...)

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