Dave Tuzson has been serving his clients since 1982 with a focus on retirement strategies and managing risks associated with the wealth transfers do to taxes, inflation, market loss, longevity and health. A strong believer in accumulating as much tax-efficient money as possible and building lasting legacy strategies.
As an industry leader and mentor to Financial Advisors, Dave has served the National Association of Financial Advisor (NAIFA) the General Agent's & Management Association (GAMA) as well as a member of The Million Dollar Round Table (MDRT). Graduate and Moderator of the Life in Leadership Institute (LILI) as well as a graduate of the Purdue University's Professional Management Institute.
Concepts and strategies using real world facts to demonstrate your maximum outcomes at retirement is a core belief of Dave and others on the Clarity Financial Team. The firm has office's in Colorado, Nebraska, Wyoming, South Dakota, and Idaho
Dave is married to Lou Ann and have been Blessed with 5 children and 13 grandchildren. They live in Red Feather Lakes, CO and enjoy the outdoors, family, friends, and faith.