Retirement Planning
Detailed plans including a Projected Lifetime Balance Sheet showing income and expenses through age 100. Each category is detailed annually showing fixed and discretionary spending, retirement account withdrawals, taxes, etc. This allows you to see exactly how your money will last through retirement.
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Newsletter
Our financial newsletters are designed to provide helpful information on a wide variety of financial topics. Simply click on one of the newsletter topics to read the article in its entirety.
Articles of Interest
Trust and Will
A complete and customized estate plan or a petition ready for probate in less than 30 minutes. All of your information is kept safe and secure using bank-level encryption. Power of Attorney, Living Will and HIPAA Authorization. 10% discount on documents using our Advisor referral.
Create Your Estate PlanPlanning 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.