MISSION FOCUSED.
PURPOSE DRIVEN.
by David Lee, Founder & Managing Partner
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