About Dave Nute

5 Star Google Review - Dave is a lifesaver ! My husband and I were in desperate need of sound financial advice and we found the answer in Dave Nute. He was so caring, competent, knowledgeable, understanding and non-judgmental of our situation. Dave realized what we needed to do and he devised a personal plan for us – which led us on a path to financial security. Dave deserves all 5 stars ! (Beverly and Guy Heder, MD, formerly from Sequim)

5 Star Google Review - Dave began assisting us with our financial accounts over 10 years ago – which has allowed us to enter retirement with a sound financial base. While working, Dave provided assistance for investing in financial products to enhance our accounts, later used in retirement. He diversified our accounts – which included stocks, bonds, Reverse Mortgage and several annuities. He also advised obtaining an umbrella policy on our home for security for unexpected issues. We trust his advice and happy to have a comfortable retirement. We have enjoyed working with Dave. (John and Donna VanAckeren, Port Townsend)

5 Star Google Review - We have been with Creative Retirement Planning for over 10 years and during that time, Dave has been a valued asset to our financial goals and retirement plan. Dave’s insight and guidance allowed us to retire two years earlier than planned. Dave is ALWAYS very responsive to any questions or concerns we have. But to me, his guidance to a long term care option has been priceless. As a diabetic, I had been turned down on three different occasions for a long term care policy. Dave found me an annuity policy that gave us 3 times our investment for long term care and if not used, our initial investment and interest would be returned and even better, no monthly premiums. This has been a great relief to my wife and I. (Richard and Trudy Fink, Oak Harbor)

5 Star Google Review - Dave is very well-informed about information on retirement strategies and a valuable asset for planning. (Howard and Sharon Porter, Langley)

5 Star Google Review - Dave has helped us with our financial decisions for several years now ! We appreciate his sound business advice and knowledge. All of us are just trying to figure out how to continue forward. Dave can help us guide that ship. (Susan Glover, Gig Harbor)

5 Star Google Review - Dave has been handling our entire retirement portfolio since 2012. We wanted to be relatively conservative and he set us up with a diversified portfolio that has grown more than we imagined. He also set up long term care insurance for us, which we were concerned about. We are grateful for his help and especially the peace of mind, knowing that our finances are in good hands. (Doug and Bonnie Cole, formerly from Sequim, now in Kennewick)

5 Star Google Review - We have used David Nute as an investment advisor for the past ten plus years and found him to be very informed and professional. He has guided us in making investments which we are very satisfied with. We can recommend him for sound planning and advice. (LeRoy & Regina LaMar, Poulsbo).

Very professional and friendly. Great attention to detail. Kara Selby and Bill Mitchell, Sequim

Dave has helped me to greatly enhance my retirement ! Christina Imm, Bainbridge Island

Dave has been assisting my wife, Lois, and me, for more than 10 years. Way back when, we had all our assets in thirty day T-bills, paying a nominal, annual, interest rate of 5 % to 5.5 %. When those good years, for savers, anyway, came to an end, Dave suggested an alternative savings strategy involving transferring these assets to an insurance company. Now, after ten years, we are able to withdraw amounts from our account after ten years of interest compounding. I can't recommend Dave too highly, as we are benefiting from his advice. Henry and Lois Stanford, Port Townsend

My husband and I met Dave in 2007, when we realized we needed his assistance for our retirement. Dave was very thorough in assessing our situation and discussing different options to consider. Over the years, Dave has continued to work with us. Dave makes himself available to meet whenever there is a need. He has been, and continues to be, both competent and responsible. Sue Raley, Port Townsend

Very professional and a great listener. Always asks the right questions and offers good sound advice. Chris and Vicki Ware, Sequim

We began working with Dave about ten years ago. Dave was very good about listening to what we wanted and prepared several savings options to suit our desires. We wanted a rather conservative low risk plan and Dave has delivered to our expectations. Dave is also very responsive whenever I reach out for information or to schedule an in person meeting. We are very pleased with Dave's service. Kevin and Kaori Griggs, Coupeville