Understand

Financial Planning

 

  • Regular reviews and updates
  • Portfolio x-rays and analyses
  • Real estate review
  • College funding strategies
  • Divorce planning
  • Risk management and insurance planning
  • Expense analysis and budgeting
  • Cash flow projections
  • Investment strategy development 
  • Retirement savings and income strategies
  • Family meeting facilitation and education
  • Philanthropic planning
  • Estate planning
  • Tax mitigation planning
  • Gifting strategies and options
  • Executive benefits, employee retention, succession planning for business owners

 

*The Davis Financial Group is not authorized to give legal or tax advice. Consult your own personal attorney, legal or tax counsel for advice on specific legal and tax matters.

We provide you with the knowledge, vision, and tools you need to make good financial decisions.

 

At the Davis Financial Group, our main goal is always to help you understand how the dots connect so that the emerging financial picture makes sense to you – and for you. This requires an understanding of the empirical data related to your estate, investments, legal and tax matters, but just as importantly, the emotions tied to these issues. We then take these threads related to cash flow, wealth management and preservation, lifestyle and legacy, and stitch together a context that informs decisions large and small and helps you stay on track financially for the long term.

We model, we don’t mandate.

 

Our approach is designed to demonstrate how all the pieces of one’s finances are interconnected. Our software allows us to delve into different scenarios so our clients can clearly see how decisions today affect tomorrow. (Spoiler alert: the results might surprise you – in a good way!) These models form the basis of a plan.

 

Flexibility is key.

 

Our primary objective is to get you where you want to go, and to that end we will always provide several options for consideration. And because our advice is objective, not product-specific, it frees us up to provide variations and incorporate any number of solutions that address and enhance your current situation.

 

The plan itself.

 

We provide, in hard copy and/or a personalized dashboard, a summary of assumptions and base facts we used to arrive at our analysis, and the resulting set of recommendations. From there, we recommend and are able to provide investment management, insurance, and other financial instruments.

Now that you know more about us, we’d love to learn more about you.

Let’s talk about how we can help you achieve your financial goals and live the life you desire and deserve. To set up a complimentary consultation, please contact us or give us a call at 413.584.3098. We look forward to hearing from you!