Contact Us

Thank you for your interest. We wil be in contact with you shortly.

Betterment

Investing made easy. Grow your savings today through a high-interest cash account and finance your future with automated investing.

Start Today

Aetna MA and PDP

Quotes for Advantage and Prescription Drug programs from Aetna

Start Here

Complimentary Medicare Supplement Quote

Compare Medicare Supplements in your area. See the different coverages. F, G, High Deductible F, G. Compare all levels of coverage

Learn More

Planning for Life

Rick Davison CLU, ChFC, CSA. Principal of Davison Wealth Management LLC.

Helping people make educated financial decisions that are in their best interest. Life planning is gathering and analyizing personal information incorporating insurance, investing, retirement, estate planning, and wealth preservation.

I hope your visit to my website will give you an understanding of the opportunities and potential rewards available when we take a proactive approach to your personal financial situation. More important, to encourage you to see the value of working with skilled professionals to pursue your unique goals.