Selecting a financial advisor is an important decision. You are securing a partner who can help you tackle big financial goals, give you an overview of your money, and potentially improve your tax efficiency...
Investment risk perception may not be the best way to make investment decisions....
Emotions can run high, especially when it comes to investing for an important goal. When the markets are up, most people tend to sleep better at night. When the markets are down, it can be downright terrifying...
By allocating money to a mix of accounts that offer different tax treatments, you can manage how much of your retirement income will be taxed — and at what rate. The key is to select an optimal mix of accounts....
Many people associate the words “estate plan” with getting old. If you don’t look forward to spending an evening thinking about your mortality and worldly possessions, chances are that you’ll be tempted to procrastinate...
David started his financial services career in 1994 and focuses his practice on providing comprehensive financial planning and investment consulting to high-net-worth individuals, including CEOs, CFOs, and other senior executives.
David has extensive experience in portfolio management, retirement planning, estate planning, and income tax planning.
David earned his Bachelor of Science degree in business administration with the Highest Distinction, as well as a Master of Professional Accountancy degree from the University of Nebraska-Lincoln. He is a CPA and holds the Certified Financial Planner™ certification. David is a member of numerous professional societies and has previously served on the Advisory Board for the University of Nebraska School of Accountancy.
David’s interests include spending time with his family (including three grandboys), hiking, and watching college football.
Tax planning, advisory and compliance; bookkeeping; and tax return preparation and filing services offered through Elsensohn & Associates, P.C. and/or David Baysinger (Colorado CPA License # CPA.0024078) in his individual capacity as a licensed CPA. WealthSource is not an accounting firm and Elsensohn & Associates, P.C. and WealthSource are independent and unaffiliated entities.
The Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
