www.rousefinancial.com Open in urlscan Pro
2606:4700::6811:a7ac  Public Scan

Form analysis
2 forms found in the DOM

POST https://www.fmgwebsites.com/331A2B61-4D3D-4859-96E0-3D8DEE300D33/cms-core/forms/newslettersignup/submit

<form action="https://www.fmgwebsites.com/331A2B61-4D3D-4859-96E0-3D8DEE300D33/cms-core/forms/newslettersignup/submit" class="signupForm" id="newsletterSignup" method="post" novalidate="novalidate"> <input type="hidden" name="SourceUrl"
    value="https://www.rousefinancial.com/">
  <input type="hidden" name="PreferredContactMethod" value="Email">
  <input type="hidden" name="MessageSubject" value="Sign up for my Newsletter">
  <label id="NSRDName" for="NSRDNameText">Name</label> <span aria-labelledby="NSRDName" class="field-validation-valid" data-valmsg-for="Name" data-valmsg-replace="true"></span> <br><input aria-labelledby="NSRDName" data-val="true"
    data-val-required="*required" id="NSRDNameText" name="Name" type="text" value=""> <br><label id="NSRDEmail" for="NSRDEmailText">Email</label> <span aria-labelledby="NSRDEmail" class="field-validation-valid" data-valmsg-for="Email"
    data-valmsg-replace="true"></span> <br><input aria-labelledby="NSRDEmail" data-val="true" data-val-regex="*invalid" data-val-regex-pattern="^[\w\.=-]+@[\w\.-]+\.[\w]{2,10}$" data-val-required="*required" id="NSRDEmailText" name="Email"
    pattern="^[\w\.=-]+@[\w\.-]+\.[\w]{2,63}$" required="required" title="Please provide a valid well formed email address." type="email" value="" x-moz-errormessage="Please provide a valid email address." aria-required="true"> <span
    class="formRobo"><label id="NSRDAddress" for="NSRDAddressText">Address</label><input type="text" id="NSRDAddressText" name="Address" value="" aria-labelledby="NSRDAddress"></span>
  <br><button type="submit" class="submit" aria-label="Submit form">Sign Up</button>
  <span class="loading"></span>
  <span class="msg formSuccess">Thank you!</span>
  <p><span class="msg formError">Error processing your request. Please try again at a later time.</span></p>
</form>

POST https://www.fmgwebsites.com/331A2B61-4D3D-4859-96E0-3D8DEE300D33/cms-core/forms/contactform/submit

<form action="https://www.fmgwebsites.com/331A2B61-4D3D-4859-96E0-3D8DEE300D33/cms-core/forms/contactform/submit" class="contactForm" method="post" novalidate="novalidate"> <input type="hidden" name="SourceUrl"
    value="https://www.rousefinancial.com/">
  <input type="hidden" name="PreferredContactMethod" value="Email">
  <input type="hidden" name="MessageSubject" value="Have A Question?">
  <label id="CFBName" for="CFBNameText">Name</label> <span aria-labelledby="CFBName" class="field-validation-valid" data-valmsg-for="Name" data-valmsg-replace="true" id="Name_Contact"></span> <br><input aria-labelledby="CFBName" data-val="true"
    data-val-required="*required" id="CFBNameText" name="Name" type="text" value=""> <br><label id="CFBEmail" for="CFBEmailText">Email</label> <span aria-labelledby="CFBEmail" class="field-validation-valid" data-valmsg-for="Email"
    data-valmsg-replace="true" id="Email_Contact"></span> <br><input aria-labelledby="CFBEmail" data-val="true" data-val-regex="*invalid" data-val-regex-pattern="^[\w\.=-]+@[\w\.-]+\.[\w]{2,10}$" data-val-required="*required" id="CFBEmailText"
    name="Email" type="text" value=""> <span class="formRobo"><br><label id="CFBAddress" for="CFBAddressText">Address</label><br><input type="text" id="CFBAddressText" name="Address" value="" aria-labelledby="CFBAddress"></span>
  <br><label id="CFBMessage" for="CFBMessageText">Question</label> <span aria-labelledby="CFBMessage" class="field-validation-valid" data-valmsg-for="Message" data-valmsg-replace="true"></span> <br><textarea aria-labelledby="CFBMessage" cols="20"
    id="CFBMessageText" name="Message" rows="2"></textarea> <br><input type="submit" class="submit" value="Submit" aria-label="Submit form">
  <span class="loading"></span>
  <span class="msg formSuccess">Thank you!</span>
  <span class="msg formError">Oops!</span>
</form>

Text Content

(210) 960-2117


DAVID C. ROUSE, CPA* CFP® 

Coordinated Tax and Financial Planning

MENU
 * Home
 * About 
   * Team
   * Mission
 * Services
 * Resource Center 
   * Retirement
   * Estate
   * Investment
   * Insurance
   * Money
   * Lifestyle
   * Glossary
 * Contact


PERCEPTION VS. REALITY

There’s an alarming difference between perception and reality for current and
future retirees.

Learn More


INCOME CONDUCTOR

Generating steady reliable long term income, Retirement Income Planning requires
a different portfolio than a Long-term Accumulation Portfolio.

Learn More


RIGHTSIZING FOR RETIREMENT

What does your home really cost?

Learn More


UNDERSTANDING TODAY'S FINANCIAL ENVIRONMENT

Welcome, I'm David Rouse, a CPA and CFP® in San Antonio, TX. I understand that
individuals face unique challenges as they prepare for retirement. I can help
take the mystery out of preparing for today and tomorrow. Whether you are
investing for retirement, college savings or developing an estate planning
strategy, my personalized service focuses on your needs, wants, and financial
goals and objectives.

I have over 30 years of experience in financial services and can help you
address your needs of today, and for many years to come. I look forward to
working with you through all stages of your life. Let's get started today.
Please give me a call at (210) 960-2117.


 


CONTACT

Office: 210-960-2117Mobile: 210-872-7073 Fax:(210) 960-2338

david@rousefinancial.com


 


SERVICE AREA

 

We use technology to serve clients nationwide. Our main office is at:

1429 Nacona Dr.
Prosper, TX 75078

Appointments are also available in the Frisco/ North Dallas area. 

 


EXPERIENCE MATTERS



For many, understanding every aspect of personal finance can be daunting. From
investments to retirement to insurance, the decisions can be
overwhelming. That’s where my firm comes in.

Whether you have significant assets to manage—or if you are just starting to
accumulate assets—we have the tools and background to provide the services that
fit your needs.

My personal goal is to provide you with guidance that can help you understand
and better define your fi

... Learn More



 


SIGN UP FOR MY NEWSLETTER

Name

Email
Address
Sign Up Thank you!

Error processing your request. Please try again at a later time.

 


HAVE A QUESTION?

Name

Email

Address

Question

Thank you! Oops!
 


CONTACT

Office: 210-960-2117Mobile: 210-872-7073 Fax:(210) 960-2338

david@rousefinancial.com




HELPFUL CONTENT


THE MOST OVERLOOKED ITEM OF ANY HOME IMPROVEMENT

The item most homeowners forget on their home improvement project checklist is
insurance.


ESTIMATING THE COST OF COLLEGE

This worksheet can help you estimate the costs of a four-year college program.


CONSIDER KEEPING YOUR LIFE INSURANCE WHEN YOU RETIRE

Reasons to retain your coverage into your retirement years.

 * Articles
 * Calculators
 * Videos

EMOTIONAL VS. STRATEGIC DECISIONS

Information vs. instinct. Are your choices based on evidence of emotion?

WHAT’S MY 2024 TAX BRACKET?

Check out this handy reference of updated ranges from the IRS in case your
designated bracket has changed.

GETTING A HEAD START ON COLLEGE SAVINGS

A few strategies that may help you prepare for the cost of higher education.

REVIEWING YOUR LIFE INSURANCE NEEDS

Learn how the review process works and how it may help you better understand
your Life Insurance.

TYPES OF STOCK MARKET ANALYSIS

Most stock market analysis falls into three broad groups: Fundamental,
technical, and sentimental. Here’s a look at each.

BEST-PERFORMING ASSET CLASSES

Bonds may outperform stocks one year only to have stocks rebound the next.

VIEW ALL ARTICLES

WHAT IS MY LIFE EXPECTANCY?

Estimate how many years you may need retirement assets or how long to provide
income to a surviving spouse or children.

ESTIMATE YOUR RMD

Help determine the required minimum distribution from an IRA or other qualified
retirement plan.

HISTORICAL INFLATION

This calculator shows how inflation over the years has impacted purchasing
power.

LONG-TERM-CARE NEEDS

Determine your potential long-term care needs and how long your current assets
might last.

IMPACT OF TAXES AND INFLATION

Estimate the potential impact taxes and inflation can have on the purchasing
power of an investment.

WHAT'S MY POTENTIAL ESTATE TAX?

This calculator helps estimate your federal estate tax liability.

VIEW ALL CALCULATORS

WHERE IS THE MARKET HEADED?

We all know the stock market can be unpredictable. We all want to know, “What’s
next for the financial markets?”

EMERGING MARKET OPPORTUNITIES

What are your options for investing in emerging markets?

TOP 5 THINGS TO TELL YOUR FINANCIAL PRO

Here are the top 5 things your team may want to hear.

THE COST OF PROCRASTINATION

Procrastination can be costly. When you get a late start, it may be difficult to
make up for lost time.

YOUR DNA TEST

Preparing for the unexpected can make all the difference if your family relies
on your income.

WHEN DO YOU NEED A WILL?

When do you need a will? The answer is easy: Right Now.

VIEW ALL VIDEOS

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate
information. The information in this material is not intended as tax or legal
advice. Please consult legal or tax professionals for specific information
regarding your individual situation. Some of this material was developed and
produced by FMG Suite to provide information on a topic that may be of interest.
FMG Suite is not affiliated with the named representative, broker - dealer,
state - or SEC - registered investment advisory firm. The opinions expressed and
material provided are for general information, and should not be considered a
solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020
the California Consumer Privacy Act (CCPA) suggests the following link as an
extra measure to safeguard your data: Do not sell my personal information.

Copyright 2024 FMG Suite.



1David C. Rouse, CPA* CFP® is a Registered Representative and Investment Adviser
Representative of Equity Services, Inc. Securities and investment advisory
services are offered solely through registered representatives and investment
adviser representatives of Equity Services, Inc., Member FINRA/SIPC, 950 E.
State Hwy 114, Suite 140, Southlake, TX 76092. 817-310-4700. Rouse and
Associates and all other entities and individuals referenced are independent of
Equity Services, Inc. unless otherwise noted.

David C. Rouse is a Registered Representative and Investment Adviser
Representative of Equity Services, Inc. and offers securities in Texas, North
Carolina, Utah and California. He also offers insurance in Texas.

*Tax advice and accounting services are offered independently of Equity
Services, Inc. (ESI). ESI, and any companies affiliated with ESI, are not
sponsoring, are not responsible for, and make no warranties or representations
as to the CPA's right to or competence to practice accounting. Anyone dealing
with the CPA assumes the entire risk of dealing with the CPA in connection with
the practice of accounting or providing tax advice.

Documents uploaded are for CPA/accounting business only and all
securities-related correspondence need to be sent via email to
rouse_david@NLGroupmail.com.

The views and information contained herein have been prepared independently of
the presenting Representative/Agent, are presented for informational purposes
only, and should not be construed as investment advice.

TC104744(0724)3



CONTACT

David C. Rouse, CPA* CFP®

Office: 210-960-2117Mobile: 210-872-7073 Fax:(210) 960-2338

1429 Nacona Dr.
Prosper, TX 75078

david@rousefinancial.com



QUICK LINKS

 * Retirement
 * Investment
 * Estate
 * Insurance
 * Tax
 * Money
 * Lifestyle
 * All Articles
 * All Videos
 * All Calculators