Our newsletter will keep you up to date with latest retirement news, best practices, and tips. Don't miss the chance to stay educated and get free resources. On each episode, Steve and Sean will guide you through some financial concepts and important things to think about when it comes to your retirement future.
We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals. Remember, what does 'retirement' mean? It doesn't mean that you're a couch potato.
We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals. Remember, what does 'retirement' mean? It doesn't mean that you're a couch potato.
Services
The advisors at Davis Wealth Management work one-on-one with our clients and prospective clients to create, implement and manage tailored financial plans. Each plan is uniquely designed with strategies, solutions, and planning in order to accomplish each client's goals. The practice continues to flourish because at the core, it is built on a life-long relationship model.
Davis Wealth Management was started in 2007 by our President, Stephen Davis. He wanted to create a company that would help the pre-retirement and retirement communities in New Hampshire through education and planning. Since then we have grown into a multi fiduciary advisor company that provides many services.
As part of our effort to ensure that we understand our clients' unique financial needs and can assist them in creating a pathway to reach their goals, we follow a disciplined four-step financial planning process. We begin this stage during our initial meeting where we get to know one another. We focus on your current situation and whether the economy has impacted you in ways we may want to know about.
Our combination of licenses, registrations, and special education qualify us to work with all types of investments. Our professional relationships with a network of attorneys and tax professionals allow a comprehensive approach to planning that incorporates your insurance, legal, and accounting needs in addition to your investments.
Income planning for retirement can be a daunting task for many retirees because there is a lot to learn, and much of the information may be new. Whether you are just setting out on your retirement journey, or it is already well underway, you may be concerned with having enough retirement income to maintain a comfortable and enjoyable lifestyle.
Reviews (1)
Ken Southard
Nov 14, 2021
Report
