Resources

Financial insights that matter to you

Is Your Business and Wealth Protected? Year-End Strategies for Asset Protection

While celebrating successes is important, as the year draws to a close, this is the perfect time to ask a critical question: Is your wealth truly protected?

Election Proof Your Estate: Protect What Matters Most

In a world where laws and tax policies are constantly changing, the security of your family’s future can feel uncertain. But with the right plan in place, the legacy you've built will continue to support and inspire the generations that follow.

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.

Life Insurance for Asset Protection and Early Retirement

Find out how life insurance can enhance your financial strategy because it offers wealth accumulation and tax-free income.

Can Your Business Thrive Without You?

A Buy/Sell Agreement, also known as a buyout agreement, acts as a sort of "pre-nuptial agreement" for businesses. It lays out a road map for ownership and financial issues, ensuring that the business continues smoothly without disruptions, and provides a clear protocol for various significant events.

Insure Your Exit: Are Your Assets Covered?

A critical component often overlooked in exit planning is insurance. Insurance plays a pivotal role from risk mitigation to asset protection, ensuring that your exit from the business does not jeopardize what you have built over the years. It prompts the important question: Are you covered?

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How Alternative Investments Can Strengthen Your Portfolio

For decades, high-net-worth investors have relied on a core portfolio of stocks, bonds, and cash to build and preserve wealth. These traditional investments remain essential, but as market conditions evolve, many investors are seeking ways to enhance diversification, reduce volatility, and unlock new growth opportunities.

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.

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Eugene, OR 97408

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