Kevin E. Davis, CFP(R), founded Davis Financial Services in 1983 because of the need for comprehensive financial services for individuals. General Securities Principal (Series 24), General Securities Representative (Series 7) registrations held with LPL Financial and Investment Advisor Representative with Davis, Glen & Glover WMS, LLC.
A CERTIFIED FINANCIAL PLANNER since 1988, Kevin works with individuals and small businesses to develop long-term, ongoing relationships. Our approach is to help the client identify their financial and life goals and work with them to implement strategies designed to pursue those goals. We believe that financial planning is a lifelong journey that requires a financial partner that can serve as a guide through the financial maze in which we live.
A CERTIFIED FINANCIAL PLANNER since 1988, Kevin works with individuals and small businesses to develop long-term, ongoing relationships. Our approach is to help the client identify their financial and life goals and work with them to implement strategies designed to pursue those goals. We believe that financial planning is a lifelong journey that requires a financial partner that can serve as a guide through the financial maze in which we live.
Services
LPL Financial is one of the leading financial services companies and the largest independent broker/dealer in the nation*. For more than four decades, the firm has served as an enabling partner, supporting financial advisors in their goals of protecting and growing their clients' wealth.
A chief objective of LPL Financial is to reduce the complexity of running a financial services practice so advisors can focus on what they do best help their clients attain their financial goals and fulfill their dreams.Thousands of financial advisors nationwide rely on LPL Financial to help meet their clients' financial needs.
A chief objective of LPL Financial is to reduce the complexity of running a financial services practice so advisors can focus on what they do best help their clients attain their financial goals and fulfill their dreams.Thousands of financial advisors nationwide rely on LPL Financial to help meet their clients' financial needs.
This plan will encompass an ongoing relationship with Davis Financial Services to provide you with a complete, personalized financial plan to prepare you for the various financial seasons of life that lie ahead. Our Financial Master Plan Program will keep you on track to meet and/or exceed your financial goals.
Whether planning for retirement or for a child's college education, financial planning is the cornerstone for addressing your goals. We help individuals with a full array of planning tools. Planning also incorporates investments, insurance, tax and estate planning. By using state-of-the-art financial software, we can provide helpful comparisons and calculations for disciplined, practical financial analysis.
In today's volatile markets, with so many products to choose from, selecting your own investments can seem overwhelming. Fortunately, it doesn't have to be-our financial professionals will work with you to develop an investment plan and choose investments that fit into your plan. Learn more about the investment planning services we offer and how they can benefit you.
Retirement is unavoidable and preparation can be a daunting task. Planning for your retirement requires putting a thoughtful strategy in place that anticipates the ending of your employment. Here at Davis Financial Services, our experienced financial team can help prepare you for your future. On average, most people expect to retire at 66 or older but regardless of when you choose to retire, having a sound strategy in place is key.
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