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
You have worked hard for your retirement. Why should that investment be significantly diminished by heavy taxes and penalties? S. G. Davis Financial Group in Concord, NH works with clients to protect their assets and devise strategies that maximize financial return.
The complexity surrounding retirement plan distribution becomes more acute upon the death of the plan member. Estate and inheritance taxes as well as income tax may significantly decrease the amount left in the plan when all is said and done. A once robust retirement account may be reduced to 25 to 30 percent of the original amount.