Book a Call to Claim Your Free Retirement Income Plan
A free 45‑minute call with David Yankaskas, CEPA and NSSA‑certified. You leave with a written plan: where your income comes from each year, when to claim Social Security, what taxes take under each option, and what your spouse and kids keep. Nothing is sold.
Free. No obligation. You keep the plan either way.
- Within ten years of retirement, or already retired
- Deciding when to claim Social Security
- Holding a 401(k), IRA, or brokerage account with no plan for turning it into income
- Selling or leaving a business and need the proceeds to become income
What you get, exactly
45 minutes, one on one
By video call from wherever you are, or in person in the San Diego area. Not a seminar. Not a webinar. David, you, and your numbers.
Your retirement income plan, written down
Yours to keep, whatever you decide:
- every income source, year by year: Social Security, pensions, withdrawals, rental or sale proceeds
- the gap between that and what you'll actually spend, if there is one
- what taxes take under each option
- what your spouse and kids keep
Your Social Security timing, answered
David is NSSA‑certified in Social Security planning. You leave knowing which claiming ages fit your plan, how spousal and survivor benefits play in, and roughly what the difference is worth over a retirement.
The two or three decisions that matter, in order
Most people arrive with a dozen worries and leave knowing which three actually move the needle in the next twelve months, and which can wait. If you've got a proposal or policy on the desk, David reads it with you and says what he sees.
Cost: $0Obligation: noneProducts pitched: none
Why free? It's how David decides who he can genuinely help. Most sessions end with the plan and a handshake. If working together makes sense, he'll say so, once, and let you decide at your own pace.
If you've had the cookie-cutter treatment, you already know the difference.
“When life gets uncertain, someone needs to hold the helm steady.”David Yankaskas
Three steps, no pressure at any of them
Book your session.
Pick a time below. Your confirmation and video link arrive by email straight away, with a short optional tool that gives David a head start on your plan.
Map your situation.
Forty-five minutes, one on one. Where your money sits, where the gaps are, and the decisions in front of you. Questions welcome, nothing assumed, nothing sold.
Keep the plan. Move at your own pace.
Your written income plan is yours to keep, to act on, or to take to another advisor. If it makes sense to keep working together, David will tell you what that looks like. If not, you're better informed than when you arrived, and that's a fine outcome.
Why families trust David with this decision
David Yankaskas has spent decades in financial services, and he holds the two designations that match this exact moment in your financial life: the Certified Exit Planning Advisor (CEPA), for moving value out of a business and into the rest of your life, and NSSA certification in Social Security planning, because claiming timing is one of the largest single decisions most families ever make.
His community has recognized that commitment: the North San Diego Business Chamber named him an Outstanding Volunteer, with certificates of recognition from the California State Assembly, State Senate, and City of San Diego. He has built his career face to face, and he's deliberately building a small practice: a limited community of families and businesses, each known personally, rather than a book of accounts.
And he's lived the uncertainty himself. In 2018 a forced downsizing put him in uncharted waters when he wasn't ready to retire. Finding his way through it changed how he works: he doesn't hand people products, he helps them navigate. When life gets uncertain, someone needs to hold the helm steady.
David is also a listed provider on HelpVet.net, a national resource network connecting veterans, service members, and their families with trusted benefits guidance and service providers.
Fair questions
What does the session cost?
How is it free? What's the catch?
Is this a sales call?
Will you try to sell me insurance?
I already have a financial advisor. Is this still worth doing?
I'm not ready to make any decisions yet.
What should I bring?
Who is this for, honestly?
Where does David work?
One free conversation. Your income plan, written down. Then it's your call.
Forty-five minutes on a video call with David. Your retirement income plan, written down, including when to claim Social Security and what your family keeps. No charge, no obligation, nothing sold. What you've built deserves that much care in how it's handed forward.
Book My Free Retirement ReviewFree · 45 minutes · You keep the plan either way · Available nationwide
Pick a time with David: free, 45 minutes, by video call
Your confirmation and video link arrive by email the moment you book.