Understanding Today’s Financial Environment
Welcome, I’m David Batman, an Investment Advisor Representative in Central Florida. With over 33 years of experience in helping individuals and families with their financial situations, goals and challenges, I'm certain I can help you. Whether you need a simple or elaborate financial plan to help chart your course, professional money management for your investment portfolio or just a second opinion about a financial opportunity or challenge, I can help. I am a fee-only financial advisor and I do not sell commission based investment or insurance products. Look around this site for general information on financial matters and specific information on my fees to manage your portfolio or to prepare a financial plan. The initial consultation is at no cost.
I have years of experience in financial services. I can help you address your needs of today and for many years to come. I look forward to working with you through all stages of your life, please call me 352-636-8716.
Helpful Content
The Value of Insuring Against Life’s Risks
Building wealth requires protection from the forces of wealth destruction.
An Overview of Renter’s Insurance
Don’t overlook the need for renter’s insurance if you rent your home.
Medicare Advantage 101
Overview of Medicare Advantage, what’s in them, special rules, and more.
5 Benefits of Working in Retirement
Here are 5 reasons why you may consider working through retirement.
Medicare Advantage Plans (Medicare Part C)
Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.
Building Your Legacy
A four-step framework for building a personal legacy.
Data Thieves from Outer Space
Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.
How to Conquer the World - 5 Financial Strategies for Savvy
Learn more about women taking control of their finances with this infographic.
Will Power
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
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How Can I Save a Million Dollars?
See what it takes in monthly contributions and time to reach a million-dollar savings goal.
The Power of Interest - How Long Will it take My Money to Do
Use the Rule of 72 to estimate how long it takes your money to double at a given rate.
Debt vs. Investment
Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.
College Savings
See how much you may need to save now to cover future college costs for your child.
Roth 401(k) vs. Traditional 401(k)
Compare Roth and traditional 401(k) options to see which may work better for your situation.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
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The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
Forecast
This short video helps explain why markets can be as unpredictable as the weather.
Stay Safe with a Business Owner's Policy
Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.