Our Approach

We Turn On The Lights For Our Clients

We’re often asked to define what it is that we do. Our unique approach helps clients understand, grow, protect, value and share what they have.

Understand

As educators and coaches, we “turn on the lights” for our clients. We collaborate with our clients in the planning process and help them look at things in new ways. Our educational approach also makes possible a high degree of objectivity, which is a core value to our organization. We believe that one can’t be objective with a client without helping them to acquire the tools to understand and make decisions on their own.

Grow

Many financial professionals focus solely on growing their clients’ assets. While this is an important part of what we do, our definition of “grow” is more expansive. To us, “grow” has as much to do with who you are, as it does with what you have. Growth is the result of the personal empowerment that comes from gaining control of your assets and financial life. Once our clients understand what they have, we help them grow their assets in a way that is appropriate given their objectives, their time horizon and their tolerance for risk.

Preserve

Protection is about preserving assets and fortifying one’s safety net. How does one protect oneself from market volatility and inflation? The challenges of changing life circumstances – babies, divorce, death, disability? A life that extends longer than planned? The need for long term care? The dilution of legacy because of estate taxes? We help our clients identify these and other risks, and to the extent possible proactively mitigate them.

Value

Having assets is not enough – we help clients value whatever they have, free of the noise that often surrounds money and possessions in general. So many of us have feelings of fear, guilt and shame when it comes to what we have. We help our clients make real life decisions and establish priorities that reflect not only their needs, but their desires and goals as well. While it’s important to save, it’s also important to balance growing and preserving with being able to enjoy life.

Share

The work we do with our clients enables them to share their assets with their families, loved ones, and charities during life and at death. But we also help clients share their growing knowledge and information about their financial position in useful and appropriate ways in order to empower and motivate those around them. Sharing is not limited to sharing material things – it’s also about sharing one’s personal and family legacy. While not strictly “financial,” we take all of this into account within the planning process.

Estate planning is performed in conjunction with your attorney, tax attorney, and/or CPA.

Developing
A Roadmap

At The Davis Financial Group, LLC we are passionate about the planning and analysis process. Whether we engage in fee-based planning or needs analysis, every day we see the way our work turns on the lights for our clients.

We work meticulously with our clients to develop a road map that is specific to them and integrates retirement protection, fringe benefits, business succession, investment and estate planning.

There is a clear and distinct separation between the analysis we do and the recommendations we make.