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News & Events

We are excited to host events and lectures that provide education to our clients and the greater community on important planning-related matters, allow us to thank our clients, and to invite other friends to spend some time with us in a stimulating environment. 

September 2018

Announcing The Davis Financial Group’s new “Focus” program! This initiative is a way to draw our ongoing financial planning clients’ attention to a topic area that is either especially timely, that has been given short shrift and deserves a new “focus” or deserves to be seen in a new light. Slated to begin in the last quarter of 2018, we will regularly provide some background, analysis and resources on an identified topic, and then initiate conversations with our clients about what it all could mean for them. Please watch for our opening presentation, “Focus: Annuities!”, coming soon.

We hope to see you soon.

Allen, Lou, Will, Carol & Ellen

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