Case Study: The Cost of Inaction

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Succession Planning for Business Owners

Succession planning is more than just preparing for the future of your business—it’s about preserving your legacy and transforming years of hard work into lasting wealth for your family.

Unlock Modern Asset Protection

Traditional irrevocable trusts offered asset protection but often came with limitations—such as loss of control and restricted access to funds. Modern self-settled trusts overcome these barriers, offering physicians both protection and financial flexibility.

Are You Asking the Right Questions About Your Wealth?

At Finley Davis Financial, we’ve noticed a trend: many high-net-worth individuals don’t ask the right questions about their wealth. Standard wealth management often covers the basics but misses critical topics that safeguard futures and preserve legacies. In today’s fast-changing financial world, skipping these discussions can expose families to unnecessary risks.

The Power of Women Shaping Wealth and Real Estate in 2025

The investment world is changing as high-net-worth women lead in luxury real estate. These women are reshaping wealth management. For them, investing goes beyond returns. It's about aligning wealth with values and lifestyle. Understanding their motivations offers insights into the future of wealth management.

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2911 Tennyson Avenue #301
Eugene, OR 97408

wealth@finleydavis.com

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© 2024. FINLEY DAVIS FINANCIAL GROUP. ALL RIGHTS RESERVED. SITE DESIGN.SECURITIES OFFERED THROUGH LION STREET FINANCIAL, LLC (LSF), MEMBER FINRA, SIPC. INVESTMENT ADVISORY PRODUCTS AND SERVICES OFFERED THROUGH LION STREET ADVISORS, LLC (LSA), AN INVESTMENT ADVISOR REGISTERED WITH THE SEC. LION STREET FINANCIAL, LLC AND LION STREET ADVISORS,LLC DO NOT PROVIDE TAX OR LEGAL ADVICE, AND ARE NOT AFFILIATED WITH FINLEY DAVIS FINANCIAL GROUP INC. REPRESENTATIVES MAY TRANSACT BUSINESS, WHICH INCLUDES OFFERING PRODUCTS AND SERVICES AND/OR RESPONDING TO INQUIRIES, ONLY INSTATE(S) IN WHICH THEY ARE PROPERLY REGISTERED AND/OR LICENSED.
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