The Davis Financial Group
Values-Based Financial Planning and Wealth Management
We get it. And together, we’ve got this.
Decisions about money can be complicated. At The Davis Financial Group, we understand that financial planning is part empirical, part emotional, and all about making sure you feel confident and in control of your assets and your future. Using a concierge-style approach, we work with clients to create a comprehensive plan that aligns with who you are, what you have, and what’s important to you – revisiting and revising over time to make sure you not only achieve your financial goals, but build confidence, clarity, and a legacy along the way.
Are You a Solo?
- Age 50 or older?
- Currently single (widowed, divorced, separated, never married, or don’t have a life partner)?
- Don’t have adult children who could provide help as you age, when needed?
The Soloist is a Newsletter that Addresses Your Needs. As Solos grow older, they need a plan for realizing their hopes, meeting their needs, and dealing with the challenges that often come with aging. That’s true for anyone, but it’s especially important when you’re a Solo. If you don’t have a plan, other people will have to make decisions for you, without any clue as to your preferences or wishes.
Welcome to The Soloist, a newsletter from Davis Financial Group, where we share information, expertise, interviews, and stories to help Solos live well, take good care of themselves, and make wise choices for their future.
In this article, our expert widow, Margaret Moore, shares her story of becoming a financial services professional after grieving the loss of her partner. Read more … How My Partner’s Death Led Me to Become a Financial Services Professional