Financial Planning

College Planning

If your goals include providing for the future of a child or grandchild, we can help you investigate your many options and develop an education funding strategy.

Estate Planning

 

Legacy & Estate Planning

Whether it’s providing income for a spouse, educating children or grandchildren or leaving money to your favorite charity, proper estate planning can ensure that your assets accumulated over your lifetime are protected and preserved for the use you have intended.

A poorly developed estate plan can cost a family millions of dollars in unnecessary taxes. We can offer financial solutions to efficiently manage the transfer of wealth, and its related tax issues, from one generation to the next.

By coordinating our efforts with your tax and legal professionals and working closely with you and your family, we will strive to help you establish a financial tradition that can be passed on for generations.

Retirement Planning

Based on the unique destination you’ve envisioned, and the stops you’d like to make along the way, we’ll work with you to create a strategic retirement plan designed to help you reach your goals while preserving your assets.

To learn more, click here to visit our Retirement Microsite

 

Investing involves risks, including the potential loss of capital.

Divorce Planning

The dissolution of marriage can be one of the most traumatic events or your lifetime.  Many times when children are involved, it can have an even further reaching affect.  While we are advocates of marriage and encourage anyone to seek counseling first, sometimes divorce may be the best answer.  If you know you are going to get divorced, just as any other major life event, you can plan for it.  At Davis Wealth Services, we seek to help you create and maintain a post-divorce budget.  We can help you in managing assets to provide growth and/or income.  Should you choose, we will work with your other professionals to provide support and financial research for the divorce proceedings.