We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.
"I just wanted to drop you a line and let you know how very much I appreciated you taking the time to call on me today and review how my investment, made with you last year, turned out.
I have invested with others before and no one has ever gone over and above the way you have. I consider you a friend as well as a financial adviser." - Art Genest
"One week before retirement, I received an invitation to attend Steve's financial seminar. I had invested with another financial adviser; turned out the annuity fees cost more than the interest earned. We decided to go with Steve...and I have not lost a single penny due to market declines, have paid no fees and have preserved my hard-eard retirement money." - Ed and Laurace Farmer
"Allowing your money to grow without taxes gets you true wealth. My goal is to help retirees enjoy true wealth and feel financially secure during their retirement." - Stephen Davis
Retirment Lifestyle Planning- Do You Need a Second Opinion?
We do not currently have any Retirement Planning Workshops scheduled. We anticipate our next event to be late January or early February.
In the meantime if you would like a complimentary financial review or social security analysis, please contact our office toll free.
Call toll free 1-888-333-3818 to register
There are no upcoming events at this time.
Plan, Protect and Preserve... Peace of Mind
When I attended my first financial seminar with Steve Davis, my life savings were rapidly disappearing and my 401Ks and IRAs were being greatly reduced by fees. At our first meeting, I showed St…”
Record setting NFL quarterback, Boomer Esiason is the 2013 national spokesperson for Life Insurance Awareness. Boomer was 7 when his mom died without any life insurance. Life happens at the most unexpected times, and life insuranance is about protecting the future and the people you love. Learn more at www.lifehappens.org.