David J. Scranton

CFA®, CFP®, ChFC, CLU, Founder

David J. Scranton CFA®, CFP®, ChFC, CLU, is an Amazon Bestselling Author, nationally recognized money manager, and founder of Sound Income Group, Sound Income Strategies, Retirement Income Source, and Advisors’ Academy. David is on a mission to reach 7 out of 10 Baby Boomers with the important message: When it comes to planning and saving for retirement, it’s all about investing for income.

With 35 years of experience, David has specialized in income-generating investments for the past 24 years. Before that, he followed a typical business model geared toward investing for growth in the stock market. However, in 1999, while many on Wall Street believed the sky was the limit for growth-based investors, David’s knowledge of history led him to believe something different.

It was at this time that David made the change to a business model focused on income-generating investment options. As a result, he was able to help many of his clients avoid damaging losses during the two major market corrections we’ve experienced since the turn of the century.

David’s approach to financial freedom and stability in retirement is both refreshing and realistic. He helps take the guesswork out of financial planning by providing real numbers and real solutions to help preserve your retirement savings for the long term. Often the greatest fear for those in retirement is outliving their hard-earned savings. That is why David’s focus is on teaching them how to turn their savings into a reliable source of renewable income they can trust to last for as long as they need it.

David shares his market insights on networks such as Fox Business, CNBC, TD Ameritrade, and Yahoo Finance. He has his own radio show, “The Retirement Income Source,” which airs weekly on stations around the country. He also hosts the popular “Retirement Income Source” YouTube channel to help educate viewers about financial issues that could impact their retirement. David is the author of three Amazon bestselling books, including “Return on Principle” and “Retirement Income Source.”

A proponent of financial literacy, David has hosted hundreds of workshops and seminars for educated retirees and near-retirees.

Arbor Financial Services of Florida is a full-service financial firm dedicated to helping those in the Melbourne, FL area meet their long-term financial goals. Our team of financial advisors and wealth managers are experienced in helping clients preserve their savings, so they can use it as a source of steady income in retirement.

All written content on this site is for informational purposes only. Opinions expressed herein are solely those of Arbor Financial Services,  and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. Investing involves risk. There is always the potential of losing money when you invest in securities. Asset allocation, diversification and rebalancing do not ensure a profit or help protect against loss in declining markets. All information and ideas should be discussed in detail with your individual advisor prior to implementation. The presence of this website, and the material contained within, shall in no way be construed or interpreted as a solicitation or recommendation for the purchase or sale of any security or investment strategy. In addition, the presence of this website should not be interpreted as a solicitation for Investment Advisory Services to any residents of states where otherwise legally permitted to conduct business. Fee-based financial planning and Investment Advisory Services are offered by Sound Income Strategies, LLC, an SEC Registered Investment Advisory firm. Arbor Financial Services and Sound Income Strategies  are not associated entities. Arbor Financial Services is a franchisee of Retirement Income Source. Retirement Income Source and Sound Income Strategies are associated entities. © 2023 Arbor Financial Services

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