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S.G. Davis Financial Group, LLC

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The Cost of Procrastination When Special Care Is Needed: The Special Needs Trust Consider These 3 Things Before Driving Off the Lot Can Election Results Predict the Market?

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Davis Wealth Management

About Us

At Davis Wealth Management, LLC, we understand that retiree and pre retirees face many important decisions that can affect their long-term financial success. Some of these decisions revolve around making investments that will help create a hedge against outliving their income, market fluctuations, the impact of inflation, taxation, and rising healthcare costs.

 

Our Mission

At Davis Wealth Management, LLC, we have made a commitment to providing excellence in everything we do for our clients. As fiduciaries, we see it as our responsibility to help our clients make the strongest financial decisions for themselves and loved ones. Our goal is to exceed expectations at all times by honoring you with a paramount degree of customer service. We serve you with years of experience and skill which have provided us with a wealth of knowledge regarding the financial industry. When you choose our financial planning services, you benefit from obtaining comprehensive advice from a team of highly qualified professionals and individuals with an extensive background in addressing your particular financial needs.
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Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

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This calculator can help you estimate how much you may need to save for retirement.

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Learn more about taxes, tax-favored investing, and tax strategies.

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With alternative investments, it’s critical to sort through the complexity.

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Inflation and Your Portfolio

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Ready for Retirement?

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