Keeping track of each aspect of your finances can be overwhelming. It’s very hard to understand how each piece fits with the larger picture. We’ll work with you in a consultative manner to implement strategic solutions and goal-oriented plans to see you actually reach those goals or even, dream bigger. This is exactly why we exist. The financial plan we develop together will answer all these questions and serve you both today and for decades to come. Your financial planner will help to optimize every aspect of your finances.
What do you want? What are you concerned about? Do you want to retire early and live comfortably through your retirement years? Do you want to pay for your grandchild’s college education? Do you want to buy a second home? Whatever your goals are, we will help you articulate them, and we will work with you toward achieving them through a unique financial plan. At Finley Davis, we help you see the big picture while also navigating the details. We’ll work with you to articulate the vision for your financial goals – goals to impact your life today, the lives of your children, and even your grandchildren. We’ll work with you in a consultative manner to implement strategic solutions and goal-oriented plans to see you actually reach those goals or even, dream bigger.
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Lorem ipsum dolor sit amet consectetur. Cras bibendum sit vitae eu. Sed mi ullamcorper molestie ultrices convallis. Quis tincidunt mauris sem vestibulum venenatis tortor. Eu accumsan sed in duis ultricies. Id vel id odio ac massa pharetra. Aenean adipiscing a turpis cursus ut nulla. Sem nunc venena vel id odio ac.
Lorem ipsum dolor sit amet consectetur. Cras bibendum sit vitae eu. Sed mi ullamcorper molestie ultrices convallis. Quis tincidunt mauris sem vestibulum venenatis tortor. Eu accumsan sed in duis ultricies. Id vel id odio ac massa pharetra. Aenean adipiscing a turpis cursus ut nulla. Sem nunc venena vel id odio ac.
When planning for the future of your business, you want someone who understands your unique financial situation and industry. We take the time to really get to know you and your business. We present you with strategies that are practical and designed for your unique situation. Once we have a clear understanding of what you need from your exit strategy, we begin designing your unique plan. We consider the current state of your business, when you plan to leave the company, and where you want to be financially after you transition away from your business. Our comprehensive strategy includes all the details you need for when you decide to exit your business and outlines how succession will occur.
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Lorem ipsum dolor sit amet consectetur. Cras bibendum sit vitae eu. Sed mi ullamcorper molestie ultrices convallis. Quis tincidunt mauris sem vestibulum venenatis tortor. Eu accumsan sed in duis ultricies. Id vel id odio ac massa pharetra. Aenean adipiscing a turpis cursus ut nulla. Sem nunc venena vel id odio ac.
Lorem ipsum dolor sit amet consectetur. Cras bibendum sit vitae eu. Sed mi ullamcorper molestie ultrices convallis. Quis tincidunt mauris sem vestibulum venenatis tortor. Eu accumsan sed in duis ultricies. Id vel id odio ac massa pharetra. Aenean adipiscing a turpis cursus ut nulla. Sem nunc venena vel id odio ac.
Investment Advisory Services offered through RiskBridge Advisors, LLC d/b/a Finley Davis Private Wealth (“RiskBridge”) (RB) or Lion Street Advisors, LLC (LSA), registered investment advisers with the SEC. Registration does not imply a certain level of skill or training. Securities offered through Lion Street Financial, LLC (LSF), member FINRA & SIPC, through Finley Davis Financial Group, Inc. (FDFG). RB and FDFG are not affiliated with LSA or LSF.
