With 18 Years of experience in sales and marketing, Stephen G. Davis decided that the time had come to put all those years of knowledge to better use. Today he focuses his efforts ....of retirees and those approaching or planning for retirement. A 1987 graduate of Plymouth State University, where he earned a Bachelor of Science degree- Stephen continues his education in the industry by attending relevant courses that keep him updated in areas such as Medicaid law, investment and retirement planning as well as risk-management planning.

Through a series of financial strategies, customized for each individual client's planning needs, Stephen is able to help them realize their financial goals. Reduction in taxes, dodging Medicaid spend down and an avoidance of probate are all possible results of working with Stephen. Stephen is truly an advisor that his clients can depend on for proactive, and positive results.

Stephen is passionate about his work. His clients find him to be quite personable, extremely knowledgeable and complete sympathetic to their concerns. With the education and sound advice he offers his clients, Stephen is a highly sought after advisor on the subject of senior concerns. In short, Stephen is truly an advocate for retirees and their families.

Stephen and his wife, Lois, make their home in Bow, New Hampshire. They are the proud parents of two awesome children; Lindsey, age 16, and Sarah, age 13. Stephen teaches 8th grade level religion studies through his church on Sundays. In his spare time, he enjoys golfing and spending time in the mountains of New Hampshire skiing with his family.

Stephen G. Davis does not give legal, tax or accounting advice. We recommend you consult your own attorney, tax advisor or accountant concerning the interpretation and revision of tax laws and regulations. Click here to read our customer reviews