David Maurer brings 30+ years of expertise in financial planning, trust funding, 401(k) management, and Roth IRA strategy to CoreConnect. Through free consultations and direct introductions to high-level funding companies, we give you access to the financial tools and guidance that most people never get.
What We Cover
401(k) Planning & Management
Guidance on maximizing your 401(k) — contribution strategies, employer matching, fund selection, and long-term growth planning tailored to your retirement goals.
Free ConsultationRoth IRA Strategy
Understanding when and how to leverage a Roth IRA for tax-free retirement income. David helps you build a tax-efficient strategy that compounds over time.
Free ConsultationTrust Funding
Establishing and funding trusts to protect your assets and provide for your family — with the right structure to minimize taxes and ensure your legacy is preserved.
Free ConsultationWealth Building Strategy
A comprehensive, long-term wealth plan that integrates retirement accounts, investments, insurance, and estate planning into one cohesive strategy for your financial future.
Free ConsultationEmployee Benefits Planning
Help your team build financial security. David guides business owners on setting up 401(k) plans, Roth options, and financial wellness programs that attract and retain great employees.
Free ConsultationFunding Company Introductions
Direct introductions to high-level funding companies and financial institutions — giving you and your clients access to resources and opportunities most people never hear about.
Exclusive AccessYour Financial Guide
Co-Founder · Financial Planning & Wealth Specialist
David is a founding member of CoreConnect and one of the most experienced financial planning professionals in our network. With over 30 years dedicated to helping individuals, families, businesses, and employees build lasting financial security, David brings a depth of knowledge that few can match — and a genuine commitment to making that knowledge accessible to everyone.
Through CoreConnect, David offers free consultations and direct introductions to high-level funding companies and financial institutions. His goal is simple: to give you — and the people you care about — access to the financial planning tools and strategies that build real, generational wealth. Whether you're a business owner looking to offer better benefits, an individual planning for retirement, or someone who simply wants to understand their options, David is here to guide you.
How It Works
Start with a no-cost, no-obligation consultation with David. We listen to your goals, your current situation, and what you want your financial future to look like.
David builds a personalized financial plan — covering retirement accounts, trust structures, investment vehicles, and wealth-building strategies tailored to your needs.
Where appropriate, we make direct introductions to high-level funding companies and financial institutions — opening doors that most individuals and businesses never get to knock on.
Financial planning isn't a one-time event. David stays connected, answers questions, and adapts your strategy as your life, business, and goals evolve over time.
Who This Is For
Learn how to offer your employees competitive 401(k) plans, Roth options, and financial wellness programs — and build your own wealth in the process.
Whether you're just starting out or optimizing decades of savings, David helps you build a strategy that protects your family and grows your wealth for generations.
Offer your clients something invaluable — an introduction to expert financial planning through CoreConnect. Add real value to your relationships by connecting them to David's network.
Start for free — no obligation
30+ years of financial expertise, available to you at no cost. Let's start building your financial future today.