Retirement Plans Designed for Your Lifestyle
Since its inception, Davis Financial Group has been helping clients in Citrus County minimize uncertainty and enjoy some of the best years of their life. We focus on the design of many different retirement strategies, all structured to help protect your income from excessive taxation and market volatility.
The different types of planning we do are part of what makes Davis Financial Group so unique.
Our Programs:
We help clients with the following:
IRA Exit Strategies
Certificate of Deposit/Savings Alternatives
Annuity Exit Strategies
Wealth Preservation
Active Portfolio Management
Succession Planning
Annuities
401(k) Alternatives
Asset Review
Volatility Assessment Strategies
Insurance products are offered through the insurance business Davis Financial Group. Davis Financial Group is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Davis Financial Group are not subject to Investment Advisor requirements. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Investing involves risk, including the potential loss of principal. Davis Financial Group is not affiliated with or endorsed by the U.S. Government or any governmental agency.
We can also refer you to professionals who provide the following services:
Trusts
Probate
Charitable Giving
Estate Planning
Tax Planning
Take the First Step Today
It’s never too early — or too late — to take control of your financial future so you can enjoy life on your terms. Get started today by scheduling a meeting or registering for an upcoming event.