Tradewinds Financial was founded by David Gaylor, a retirement and investment specialists.
David provides his clients with low risk investment
strategies that are designed to be defensive during times of market volatility and
opportunistic during times of growth. This strategy allows our clients to secure a better, and worry-free, retirement.
How We Can Help
As fiduciaries, our commitment to you is simple: To be honest, transparent and always looking out for your best interest first and always.
At Tradewinds Financial it is our goal to help our client's create a comprehensive financial plan that is designed to secure their financial futures and ensure their peace of mind for themselves and their loved ones.
Learn More, Attend a Class.
What does it take to retire? How much money do you need? Where does Social Security fit and how do I make the most of my assets? These are just some of the questions David teaches retirees and soon-to-be-retirees how to answer.
To learn more or to attend an upcoming class, click here or call (937) 492-6016.
Investment advisory services are offered through PCM Advisory, LLC dba Precision Capital Management, an SEC registered investment advisor. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration is not an endorsement of the firm by the commission and does not mean that the advisor has attained a specific level of skill or ability. All investment strategies have the potential for profit or loss. Additional Disclosures at http://www.fusioncm.com/compliance