There are no do-overs in retirement. Couples nearing retirement need to get it right the first time.
If you have questions like these, we should talk:
Guiding the Conversations Behind the Numbers
We guide couples through important financial conversations that often go unspoken — like when to retire, what retirement will look like, and how to align your goals as a couple.
Retirement planning isn’t just about accounts and investments — it’s about people, values, and conversations. Many couples find it difficult to talk about topics like when to retire, what retirement should look like, and how to balance different goals.
That’s where Davis Financial comes in. We facilitate these important discussions in a structured, supportive way, helping you and your spouse clarify your priorities and move forward on the same page. The result is not just a financial plan, but a shared vision for the future.
What we do for professionals and young families
Retirement Income Planning
Turn your savings into reliable income. We’ll coordinate Social Security, pensions, and investments so you can enjoy retirement with confidence.
Risk & Market Protection
Create strategies to protect your retirement from market downturns, so unexpected events don’t derail your plans.
Tax, Estate & Legacy Strategies
Design a plan that helps you keep more of what you’ve earned through proactive, tax-efficient strategies — including Roth conversions, charitable giving, and coordinated withdrawal planning. We’ll also guide you through estate planning, family education, and generational wealth transfer, so your legacy is clear, purposeful, and protected.
Healthcare & Long-Term Care Planning
Anticipate healthcare and long-term care costs, so you’re prepared for one of retirement’s biggest unknowns.