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.
Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Understanding how a stock works is key to understanding your investments.
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Purchasing homeowners insurance is critical for protecting your home.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Here are 4 great, and sometimes unexpected, places to raise a family.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Determine your potential long-term care needs and how long your current assets might last.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator compares the financial impact of leasing versus buying an automobile.
Using smart management to get more of what you want and free up assets to invest.
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.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
When do you need a will? The answer is easy: Right Now.
Roth IRAs are tax advantaged in a different way from traditional IRAs.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Recent changes in estate tax laws could affect the strategy you have in place.