David Rochester
Business-owner Exit & Succession Strategies
Key Employee Benefits
Company 401(k) Retirement plans
Investment Portfolio Management
Estate Planning
Retirement Preparation
College Savings Strategies
Elder Care Preparation Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser.
05/01/2026
This week’s headlines matter. Join us May 13 at 9:00 a.m. CST for a live webinar exploring geopolitical risk and its potential impact on financial markets with guest speaker Benjamin Bahr, CFA, First Eagle Investments.
🔗 Register today: https://us02web.zoom.us/meeting/register/udZHYvDpQLCBhm8lTEIlWw
03/04/2026
Spring was definitely in the air at our Bloom Into Wealth event! 🌱
A big thank‑you to Olive Branch Florist for leading such a fun and creative bouquet workshop. We had a great time building bouquets and learning how strong financial habits (our “Seeds of Wealth”) can lead to growing long‑term stability.
Thank you to everyone who came out and spent the afternoon with us!
If you have questions about financial habits that can help support your long‑term goals, I’m here to help:
📞 901‑757‑5757 ext. 1143
📧 [email protected]
12/11/2024
Leslie and I had a wonderful time at the Christmas Captial of Arkansas (Batesville, AR) last weekend! We enjoyed a chilly night of lights and carriage rides along the White River. ⛄🐎
What a great way to kick off the holiday season!
Looking to save but getaway? Check out these 5 winter activities that won't break the bank this holiday season ⬇
https://www.shoemakerfinancial.com/blog/5-winter-activities-that-wont-break-the-bank
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2176 West Street, Ste. 100
Germantown, TN
38138