The Davis Financial Group

Sensible Investing and Insurance

 

 

 Welcome to our website.  We are delighted that you have "checked us out". 

Our intent is to provide you with the latest in newsletter articles, calculators, and research reports that may interest you and assist you in making sound financial decisions.  We hope your visit will help you understand the opportunity and potential rewards that are available when you take a proactive approach to your personal financial situation.  We also offer EZ access to your consolidated "Personal Account" information. 

Please take the time and review what we have to offer, and allow us the opportunity to answer any questions that you may have.

Thank You,

Matthew O. Davis, AIF®

 

 

 

 

 

 

 
Calculators

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Disability Income Insurance

How much Disability Income Insurance do you need?

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

More Calculators →

Newsletters

Help an Inheritance Help You

When Americans were asked what they would do with a large inheritance, 48% said they would save it; only 8% said they would spend it on things they've always wanted. Could the Great Recession be changing attitudes about money? There are some options to consider for those who expect to receive, or have already received, an inheritance.

Retaining MVPs with Executive Bonus Life Insurance

An economic recovery is likely to bring more job opportunities to top performers, but it could prove costly for businesses to replace productive employees who decide to leave. An executive bonus plan funded with cash-value life insurance can be used to reward and retain an organization's most valuable employees.

HOT TOPIC: How to Make the Most of the Payroll Tax Cut

Have you considered what you will do with the extra 2% in take-home pay that you will receive in 2011? An extra 2% might not seem like much, but it could be an opportunity to make a difference in your financial future.

Evaluating Life Insurance Needs

It's a good idea for people to evaluate their life insurance coverage to help ensure it keeps pace with their needs. Not only do major life events affect the amount of coverage that may be needed, but inflation can reduce the purchasing power of the death benefit and a greater benefit may be needed to cover estate taxes and other debts.

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