Investment Planning
They are called “personal finances” for a reason. That’s why you deserve to do business with someone who will work with you, not around you. Davis Wealth Management exists to serve the financial needs of all our clients. And our clients come from all walks of life and have a wide range of goals. Our advice and recommendations are tailored to our clients’ investment goals, desired return objectives, risk tolerance, time horizon, cash requirements, and tax situation. Our investment strategy is custom designed based on your long-term investment goals of preserving principal, maximizing income, or accumulating assets.
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Social Security Maximization
Your Social Security retirement benefit represents a lifetime’s worth of work and taxes. 95% of Americans collect Social Security benefits and for many, Social Security is the single biggest component of their retirement finances. Planning for Social Security is a complex process that requires careful consideration of various personal factors and a plethora of options from Social Security. The more you know, the better decisions you can make, helping to bring you that much closer to maximizing your benefit. We will help you get the most you can out of your benefit, so you can take one step closer towards the comfortable and happy retirement you have worked so hard for!
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