EP 066 David Bross, Sr. Estate Planner and Shareholder - Truepoint Wealth Counsel

David takes an empathetic approach to estate planning, recognizing that clients often find it a difficult or uncomfortable topic. He strives to make the process as seamless as possible and works closely with his clients to get to know their family members, their wishes, and their complete financial picture. Because every client is unique, estate planning is continually offering new challenges, and David enjoys creating innovative and actionable solutions for families. After working in private practice and then as a trusted advisor in financial planning practice, David was drawn to Truepoint because of the firm’s unwavering commitment to its clients, which he believes is unique to the industry. What’s more, David is a certified specialist in estate planning, trust, and probate law, licensed by the Ohio State Bar Association, and one of fewer than 200 individuals to hold this designation. 
Even outside of the office, David is committed to helping families achieve their dreams. After he and his wife struggled with infertility, they created Parental Hope, an organization that raises awareness about infertility and provides support to couples facing their own challenges. To date, Parental Hope has created a support group with over 2,500 members and awarded an increasing number of grants that cover the full cost of IVF, impacting dozens of families. In his spare time, David loves spending time with his wife and children, especially biking, swimming, and watching sports and movies together. He is actively involved in coaching his twins in their various sporting activities and completing home renovation projects. When he can, David also enjoys getting in a round or two of golf. 
David’s insights include:  

His perspective of two mistakes that people are doing with regards to estate planning

Is estate planning important? Do you really need it?

What are the differences between an estate plan and a will?

His insights about the pending legislation and how do they give tranquility to their clients?

Estate planning as a relationship type industry

Do you have to be afraid with estate planning? 

Enjoy the show! 
Connect with David: 
Website: https://truepointwealth.com/
Facebook: https://www.facebook.com/Truepoint/
LinkedIn: https://www.linkedin.com/company/TruepointWealth/
Instagram: https://www.instagram.com/truepointwealth/
Twitter: https://twitter.com/truepointwealth
 
Connect with Gary:
Website: https://sbadvisors.cc/
Facebook: https://www.facebook.com/SmallBusinessAdvisors
LinkedIn: https://www.linkedin.com/in/gary-d-heldt-jr-388a051/
Learn more about your ad choices. Visit megaphone.fm/adchoices

David takes an empathetic approach to estate planning, recognizing that clients often find it a difficult or uncomfortable topic. He strives to make the process as seamless as possible and works closely with his clients to get to know their family members, their wishes, and their complete financial picture. Because every client is unique, estate planning is continually offering new challenges, and David enjoys creating innovative and actionable solutions for families. After working in private practice and then as a trusted advisor in financial planning practice, David was drawn to Truepoint because of the firm’s unwavering commitment to its clients, which he believes is unique to the industry. What’s more, David is a certified specialist in estate planning, trust, and probate law, licensed by the Ohio State Bar Association, and one of fewer than 200 individuals to hold this designation. 

Even outside of the office, David is committed to helping families achieve their dreams. After he and his wife struggled with infertility, they created Parental Hope, an organization that raises awareness about infertility and provides support to couples facing their own challenges. To date, Parental Hope has created a support group with over 2,500 members and awarded an increasing number of grants that cover the full cost of IVF, impacting dozens of families. In his spare time, David loves spending time with his wife and children, especially biking, swimming, and watching sports and movies together. He is actively involved in coaching his twins in their various sporting activities and completing home renovation projects. When he can, David also enjoys getting in a round or two of golf. 

David’s insights include:  

His perspective of two mistakes that people are doing with regards to estate planning
Is estate planning important? Do you really need it?
What are the differences between an estate plan and a will?
His insights about the pending legislation and how do they give tranquility to their clients?
Estate planning as a relationship type industry
Do you have to be afraid with estate planning? 

Enjoy the show! 

Connect with David: 

Website: https://truepointwealth.com/

Facebook: https://www.facebook.com/Truepoint/

LinkedIn: https://www.linkedin.com/company/TruepointWealth/

Instagram: https://www.instagram.com/truepointwealth/

Twitter: https://twitter.com/truepointwealth

 

Connect with Gary:

Website: https://sbadvisors.cc/

Facebook: https://www.facebook.com/SmallBusinessAdvisors

LinkedIn: https://www.linkedin.com/in/gary-d-heldt-jr-388a051/

Learn more about your ad choices. Visit megaphone.fm/adchoices