Member, National Ethics AssociationIARFCS.G. Davis Financial Group, LLC, Insurance Agents, Concord, NH
                                                                             Call Toll Free:  (888)-333-3818

Planning, protecting and preserving your wealth

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.

Above and Beyond

"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
 

Retirement Planning

"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

Preserving your wealth during retirement

"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

                    DO YOU THINK TAXES WILL BE HIGHER IN THE FUTURE?                                          

Do you think inflation could be higher in the future?                   
Do you think your 401(k)/IRA is a likely target for tax increases?

If you are retired or planning to retire in the next 5 years, and have an IRA, 401(k) or other retirement accounts-don’t miss this event!                               

Attend a no cost Retirement Lifestyle Workshop. To gain valuable knowledge, come listen to Steve Davis discuss many important topics that affect all retirees and soon to be retirees.

Call toll free 1-888-333-3818 to register for any of the following complimentary workshops. We have a variety of times and locations designed to provide fliexibility with regards to your schedule.  They do fill up quickly, so act fast!  Please arrive 15 min early for registration. 

<<  May 2012  >>
Sun Mon Tue Wed Thu Fri Sat
   
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
    

 

Search Upcoming Events
Search by Name:   Use Dates   Use Categories
 

S.G. Davis Financial 47 Hall Street, Concord, NH 03301
Toll Free: (888) 333-3818 | Phone: (603) 715-2335 | Fax:  (603) 715-2439  |  Email: steve@sgdavisfinancial.com

Steve Davis does not give legal, tax, accounting or investment advice. We recommend you consult your own attorney, tax advisor, accountant  or licensed professional concerning the interpretation and revision of tax laws and regulations.

Copyright ©2013 S.G. Davis Financial Group, LLC | Web designers J Maze Design