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MISSION FOCUSED.
PURPOSE DRIVEN.

by David Lee, RFC

Learn the importance of success with fulfillment

GOALS + PURPOSE

As a fighter pilot for the U.S. Air Force, David learned the importance of discipline, planning, and pursuing your goals no matter the obstacles—traits he brings to the company he founded, Mach 1 Financial Group.

In his first book, “Mission Focused. Purpose Driven.”, David shares how his decision to leave the Air Force and a career he loved to become a financial advisor was facilitated by his faith in God and has led to a larger vision of helping others.

David explains how the planning strategies he learned as a fighter pilot are applicable to retirement planning. He weaves personal stories and examples to illustrate the importance of:
  • Developing clearly written goals or objectives
  • Having a written plan and an advisor who shares your values
  • Knowing the role tax planning must play in your financial strategy
  • Understanding the pros and cons of various financial tools and how to decide if they make sense for you
  • Finding a meaningful purpose for your life
  • And more

FIRST TWO CHAPTERS AVAILABLE NOW!

15-Minute New Client Introductory Phone Call

If you're an existing client wanting to book a planning session, click here