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S.G. Davis Financial Group, LLCDavis Wealth Management, LLC, Financial Planning Consultants, Concord, NH

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Offices in Concord, Keene and Nashua

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Tuning Your Social Security Benefit Saving for College 101 The Latte Lie and Other Myths Timing Is Everything

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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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Errors and Omissions Insurance

Errors and Omissions Insurance

E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.

Understanding the Basics of Medigap Policies

Understanding the Basics of Medigap Policies

Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.

 

Six Most Overlooked Tax Deductions

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Social Security Benefits: How Much Will I Receive

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Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

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Estimate your monthly and annual income from various IRA types.

Saving for Retirement

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Estimate how much of your Social Security benefit may be considered taxable.

Saving for College

This calculator can help you estimate how much you should be saving for college.

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Tax Management Strategies

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

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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There are some key concepts to understand when investing for retirement

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Events on Wall Street

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Investors seeking world investments can choose between global and international funds. What's the difference?

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Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

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