davisfinancialmanagement.com
DavisFinancialManagementDavis Financial Management is a Kansas City fee-only comprehensive financial planning firm, providing unbiased personal financial planning solutions.
http://www.davisfinancialmanagement.com/
Davis Financial Management is a Kansas City fee-only comprehensive financial planning firm, providing unbiased personal financial planning solutions.
http://www.davisfinancialmanagement.com/
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DavisFinancialManagement | davisfinancialmanagement.com Reviews
https://davisfinancialmanagement.com
Davis Financial Management is a Kansas City fee-only comprehensive financial planning firm, providing unbiased personal financial planning solutions.
Downloads - Davis Financial Management
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Providing Direction For Your Financial Future. US News and World Report 401(k) and IRA Changes Coming in 2013. Dental Practice Report 2012 Best Financial Advisers for Dentists. Dental Practice Report - 2011 Best Financial Advisers For Dentists. FPA Journal May 2009 - Guiding Your Small Business Clients Through the Downturn Maze. Money Magazine July 2009 - Support Your Struggling Grads. 4901 W. 136th Street. Leawood, KS 66224.
Contact Us - Davis Financial Management
http://davisfinancialmanagement.com/location.php
Providing Direction For Your Financial Future. Davis Financial Management, Inc. 4901 W. 136th Street. Leawood, KS 66224. We are conveniently located in growing Leawood, KS at 4901 W. 136th Street. Our offices are in the Executive Suites and Services building midway between Roe and Nall just south of 135th Street. From east Kansas City - Take I-635 South to I-635 West. Exit at Nall Avenue. Turn left onto Nall Avenue to 135th Street. Turn left onto 135th Street. Turn right approximately 1/2...
Our Approach - Davis Financial Management
http://davisfinancialmanagement.com/about_approach.php
Providing Direction For Your Financial Future. DFM's comprehensive financial planning model looks at all aspects of a client's financial life and considers how a decision in one area may affect other areas of their financial plan. We first gather all of a client's financial information and then evaluate how it all fits together. For example, when making an investment decision we consider:. Has an investment reached its full growth potential? Is now the appropriate time to sell the investment? Unfortunate...
Investment Advisory Services - Davis Financial Management
http://davisfinancialmanagement.com/services_advisory.php
Providing Direction For Your Financial Future. DFM provides non-discretionary investment advisory services to clients. Our investment advisory services include an assessment of your current investment portfolio and recommendations for changes based on the individual risk profile and goals of each client. 4901 W. 136th Street. Leawood, KS 66224.
Our Clients - Individuals or Families - Davis Financial Management
http://davisfinancialmanagement.com/clients_indivfam.php
Providing Direction For Your Financial Future. Our clients include individuals or families with comprehensive financial planning needs and/or those seeking professional advice for their investment portfolio. DFM's desire to maintain a low client to advisor ratio limits our ability to provide services to individuals with very narrow or only hourly financial planning needs. Our clients generally have some, or all, of the following characteristics:. 4901 W. 136th Street. Leawood, KS 66224.
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Davis Financial | Tax and Acccounting Services
Learn how to get on your personal finance like a shark. Personal Finance Fanatics Love Coupon Chief. My name is Vanessa and I have a confession to make: I just had a nightmare past few months with my personal finance problems. Sound familiar? Perhaps you’ve been there yourself. Well, the good news is I am finally digging my way out of my financial disaster. Everyone knows being frugal is smart; but my mistake was paying way too much shopping online. Here’s my story…. So Tom is still giving me his great a...
The Davis Financial Group
Helping you Understand, Grow, Protect, Value and Share. The Power of Planning. Make informed financial decisions that align with your values and help you. Achieve your goals. Cultivate both your assets and a sense of financial control. Keep whole what’s most important to you- today, tomorrow and into the future. Preserve what you have. Enjoy what you have. Plan today so that you can. Share not only your wealth, but also your legacy. That’s the power of planning. Drop us a line! The Davis Financial Group.
Home | Davis Financial Advisors, Inc.
Hourly and Financial Planning. The Latte Lie and Other Myths. Do you know these three personal finance sayings? It Was the Best of Times, It Was the Worst of Times. All about how missing the best market days (or the worst! Might affect your portfolio. The Cost of Procrastination. Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time. When Special Care Is Needed: The Special Needs Trust. From Our Family to Yours, Personal Financial Advice. We all begin some...
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Davis Financial Service | Investment options for the future – www.davisfinancialservice.com
Investment options for the future – www.davisfinancialservice.com. If you are between 40 and 60, beware of these financial blunders and assumptions. Provided by Jeffery Davis. Between the ages of 40 and 60, many people increase their commitment to investing and retirement saving. At the same time, many fall prey to some common money blunders and harbor financial assumptions that may be inaccurate. Do you think you need to invest with more risk? Have you made saving for retirement a secondary priority?
Asset Management & Financial Planning | Davis Financial
Planning and Asset Management. Asset Management for Every Phase of Your Life. We provide fiduciary standard asset management, divorce planning and tax services. Asset Management for Every Phase of Your Life. We provide fiduciary standard asset management, divorce planning and tax services. A 403b can be an attractive alternative to your URS 401k. We can show you how to save on a pre-tax or Roth basis. Planning and Asset Management. Registered CDFA , Founder of Davis Financial, LLC. See More About Us.
DavisFinancialManagement
For Your Financial Future. Our mission at Davis Financial Management, Inc. (DFM) is to develop personal relationships with our clients, allowing us to provide better advice that is more closely aligned with each client's goals and objectives. Because we invest the time to get to know and understand each client as an individual, our clients recognize DFM as a trusted partner and the first contact when making important financial decisions. 4901 W. 136th Street Leawood, KS 66224.
Davis Financial Partners
We at Davis Financial Partners guarantee all of our clients a successful retirement. Since everyone has a different definition of successful, Jon Davis and his team of financial experts use their experience and knowledge to make sure every single retirement goal is met. At Davis Financial Partners, your money (or your retirement) is never at risk. View my article on. Sign up for a complimentary consultation and book. This iframe contains the logic required to handle Ajax powered Gravity Forms. We never k...
DFS - Home
Securing you and your future generations". CALL TODAY FOR YOUR QUOTE! Our Products and Services. At DFS, we specialize in:. Whole Life Insurance/Permanent Life Insurance. DMS (Debt Management Service) program.
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Davis Financial Services - A Mentor Services Unlimited, LLC., Company - Home
Decades of experience dealing on a global scale with corporate CEO’S,business leaders on several continents, political Heads of State from Presidents, Prime Ministers, members of The U.S. Congress, The White House, Chambers of Commerce, and Thousands of Consumers has provided a Wealth of Knowledge. Our mission is to share our network of connections with our private members. Sound financial planning is essential to getting the most out of life. To learn more about how we can. And List Your Business.