As Seen In...
At S.G. Davis Financial Group, LLC, we understand that retiree and pre retirees face many important decisions that can affect their long-term financial success. Some of these decisions revolve around making investments that will help create a hedge against outliving their income, market fluctuations, the impact of inflation, taxation, and rising healthcare costs.
At S.G. Davis Financial Group, LLC, we have made a commitment to providing excellence in everything we do for our clients. Our goal is to exceed expectations at all times by honoring you with a paramount degree of customer service. We serve you with years of experience and skill which have provided us with a wealth of knowledge regarding the financial industry. When you choose our financial planning services, you benefit from obtaining comprehensive advice from a team of highly qualified professionals and individuals with an extensive background in addressing your particular financial needs.
Read Our Entire Mission Statement
Read Our WhitepaperRead Now
Your Personal Recovery
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
A Look at Whole Life Insurance
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Understanding Long-Term Care
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Protect yourself against the damage that your homeowners policy doesn’t cover.
If you find it hard to attain personal life goals, there’s an app for that!
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate how much of your Social Security benefit may be considered taxable.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to estimate your capital gains tax.
This questionnaire will help determine your tolerance for investment risk.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Are Real Estate Investment Trusts right for your portfolio?
Investors seeking world investments can choose between global and international funds. What's the difference?
Pundits say a lot of things about the markets. Let's see if you can keep up.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.