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 7 Principles of Long-Term Investing Whitepaper.Read Now
Retiree Health Care Coverage Overseas
Retirees traveling abroad need to know that their health insurance travels with them.
The Anatomy of an Index
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Understanding how capital gains are taxed may help you refine your investment strategies.
Second marriages are a trigger event to revisit any existing estate strategies.
Good employee health can be great for the company’s bottom line.
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
Here are some simple and inexpensive energy-saving tips that may help you save money.
The item most homeowners forget on their home improvement project checklist is insurance.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Assess whether you are running “in the black” or “in the red” each month.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Assess how many days you'll work to pay your federal tax liability.
This questionnaire will help determine your tolerance for investment risk.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
Estate conservation is too important to put off. Do you have a smart exit strategy?
If you died, what would happen to your email archives, social profiles and online accounts?
The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”
Understanding the cycle of investing may help you avoid easy pitfalls.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.