Since 1997, David Rashid has been dedicated to helping individuals, families and small businesses with their financial, investment and insurance needs by providing trusted advice and developing plans tailored to their long-term goals and dreams. With his clients’ best interest as his focus, David draws from his decades of investment, business and personal experience to create clear and comprehensive solutions.
David emphasizes a holistic and personal approach, offering independent, objective financial advice, yet customized investment plans, paying close attention to various risk factors. With an emphasis in retirement investment planning, David also assists clients with education savings, life insurance and long-term care insurance solutions, wealth transfer/estate planning, and tax-efficient investing.
David is a lifelong resident of Streator, Illinois, where he has enjoyed raising his family of four children, while remaining involved over the years in this wonderful community and his church. In addition to thoroughly enjoying his professional work, David loves spending time with his daughter, three sons and six siblings, playing tennis and basketball, watching his kids playing sports and visiting his kids’ college campuses, which includes an occasional Notre Dame or Butler football game. David has a business degree from Bradley University.