I don't want to run out of money!

-- every retiree's #1 goal (my observation)

At Davis Financial Strategies we believe long-term investment success is more common when you can avoid the biggest losses.  You cannot always follow the herd.  If you do, expect to go where the herd takes you.  Striving to take all of the up is not as important as trying not to take all of the down

We will calculate the investment return you need to stay retired.  Then an investment portfolio with a suitable risk/reward profile will be presented, explained, and eventually implemented.

Davis Financial Strategies believes a strong financial relationship is built upon mutual trust and respect.  Ten Business Principles guide every relationship, every recommendation, and every decision.

Explore our website.  It has plenty of calculators for most any financial need.  More calculators are available upon request.  An extensive list of newsletters, articles, and other information are available.  My favorites are spread throughout this site and more are available, just ask.

Take a look around.  Be sure to check out the Four Things Every Investor Needs to Know.

Surely this webpage is a little different than others you may have visited.

Let me know what you think and Have a Great Day!