Election Impact Report: Identify Investment Opportunities
The goal is not to predict political outcomes but to identify growth opportunities across sectors.
De-Risking Retirement
As you approach retirement, the stakes are higher than ever. The shift from accumulating wealth to preserving and utilizing it requires a carefully crafted strategy that balances growth with stability.
Physician Financial Defense
From the threat of malpractice lawsuits to the intricacies of managing high income and taxes, physicians face a range of risks that can jeopardize both their professional and personal financial well-being.
Revocable Trust or Irrevocable Trust?
Prevent your family from being subjected to the probate process by choosing to set up a revocable trust or an irrevocable trust.
Buy-Sell Agreement with Life Insurance
Funding a buy-sell agreement with life insurance gives business partners the ability to have a smooth sale of their business interest after death.
Premium Finance for Death Benefit
Premium finance can fund the large life insurance policy you need, without requiring sizeable monthly payments or forcing you to liquidate assets.
Life Settlement Basics
If you have a certain type of life insurance policy, you may be able to sell it for money that you can use now. Learn how a life settlement can help you.
Life Insurance Review
Purchasing a life insurance policy is the first step to plan for your heirs. Use a life insurance review to make sure your plan stays on track.
John Hancock Life Insurance
John Hancock life insurance through Finley Davis offers various policies that can help you thrive today and stay prepared for tomorrow.
Using Your Life Insurance Policy for Charity
Discover how using your life insurance policy for charity can allow you to benefit a cause, mission, or organization close to your heart.
