For Business Owners


At the Davis Financial Group, we work closely with our financial planning clients who are business owners to help them maximize resources and protect themselves, and their business, against risks. We provide solutions in areas such as:


  • Executive Benefits
  • Business Succession Planning through Buy-Sell Life and Disability Insurance
  • Group Retirement
  • Group Long Term Care Insurance
  • Group Disability Income Insurance
  • Group Life Insurance

We identify and help mitigate potential risks.


Protecting yourself, your loved ones, your business, and other assets against unexpected events is a fundamental element of financial planning. At the Davis Financial Group, identifying, analyzing, and mitigating risks is an essential part of what we do and allows us to make suitable, unbiased recommendations. And when it comes time to implement the plan, we work with a wide variety of insurers to help you find, evaluate, and put in place the coverage that best meets your specific needs.


Our recommended protection strategies include:

Individual and Survivorship Life Insurance

Disability Income Insurance

Business Overhead, Buy-Sell & Executive Benefits Insurance Programs

Stand Alone & Hybrid Long Term Care Insurance

Lifetime Income and Accumulation Annuities

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!