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.
Social Security: Maximizing Benefits
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Does Your Portfolio Fit Your Retirement Lifestyle?
Lifestyle considerations in creating your retirement portfolio.
The Economic Journey of Your Morning Coffee
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
What does the Tax Reform and Jobs Act mean for you?
One way to find money is to examine your current spending habits and eliminate money wasters.
Term insurance is the simplest form of life insurance. Here's how it works.
If you find it hard to attain personal life goals, there’s an app for that!
Five creative (and inexpensive) ideas for motivating your employees.
Protect yourself against the damage that your homeowners policy doesn’t cover.
Assess how many days you'll work to pay your federal tax liability.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate your monthly and annual income from various IRA types.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator can help you estimate how much you should be saving for college.
The importance of life insurance, how it works, and how much coverage you need.
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.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Smart investors take the time to separate emotion from fact.
There are three things to consider before dipping into retirement savings to pay for college.
How do the markets usually react to elections? Was the 2016 election any different?
How will you weather the ups and downs of the business cycle?
In good times and bad, consistently saving a percentage of your income is a sound financial practice.