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.
How Will Working Affect Social Security Benefits?
Knowing the rules may help you decide when to start benefits.
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
The latest trends in travel reflect a rich menu of exciting new possibilities.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Beware of these traps that could upend your retirement.
Healthy habits are one of the greatest gifts to give your child.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how much you have the potential to earn during your working years.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
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.
The importance of life insurance, how it works, and how much coverage you need.
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 some smart strategies that may help you pursue your investment objectives
If you died, what would happen to your email archives, social profiles and online accounts?
How do the markets usually react to elections? Was the 2016 election any different?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
All about how missing the best market days (or the worst!) might affect your portfolio.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.