Don’t get caught in a financial storm, anchor yourself in a secure harbor. At Davis Wealth Management we assist our clients in any type of financial sea that they may be facing. We offer stability whether your financial sea is calm or has hit rough waters.
We believe that one type of investment does not fit all. We feel it is important for our clients to understand what investment options are available to them. We will closely examine your individual finances of what you have done in the past, what you want to do now, and help make your dreams a reality.
As an independent financial planning firm, we speak in behave of our clients and their concerns instead of any specific company. There are many financial establishments who recommend investment products that are created by the parent of subsidiary business entities, we have no such ties. Our individuality is key to delivering comprehensive recommendations.
We listen, we direct and we work to help make your dreams attainable. At Davis Wealth Management you will be working with a Certified Financial Planner who has invested years in gaining knowledge and implementing that knowledge to assist clients in all aspects of their finances. With our investment experience, education and the universe of investment options available, we help to protect you from uncertainty and help prepare you for a prosperous future.
Making Sense of U.S. Household Net Worth
A look inside the U.S. government's statistics on household net worth.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
What kind of auto insurance should you have? Do you know?
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
What can be learned from the savings rate?
Lifestyle considerations in creating your retirement portfolio.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Assess how many days you'll work to pay your federal tax liability.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator will help determine whether you should invest funds or pay down debt.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
There are a few things to consider when buying or leasing your next vehicle.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Learn how to harness the power of compound interest for your investments.
Even low inflation rates can pose a threat to investment returns.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.