Davis Financial

Welcome to Davis Financial, your trusted partner for retirement planning and financial guidance. With the increasing number of Americans reaching retirement age each day, we understand the importance of having a solid financial plan in place. Our mission is to help you protect your savings, maximize your social security benefits, and create a reliable retirement income.

Our Services

At Davis Financial, we specialize in providing personalized retirement planning services for couples nearing retirement. Our goal is to help you avoid common money mistakes and retire with confidence. Here are some of the key services we offer:

• Retirement Income Planning: We help you create a customized retirement income plan that takes into account your unique financial situation, retirement goals, and risk tolerance. Our objective is to help you generate a reliable and sustainable income stream throughout your retirement years.
• Social Security Maximization Strategies: We guide you through the complex process of claiming your Social Security benefits. Our goal is to help you implement strategies that maximize your benefits and minimize your taxes.
• Investment Management: We provide objective investment advice and portfolio management services based on your goals and risk tolerance. We have partnered with LPL Financial, the largest independent brokerage firm in the country, due to its objective research and open architecture investment platforms.
• Insurance Planning: We help you evaluate your insurance needs and select appropriate coverage to protect your assets and income. This includes life, long-term care, and disability insurance.
• Education Planning: We assist you in planning and saving for your children's or grandchildren's education through 529 plans, Coverdell Education Savings Accounts, and other tax-advantaged strategies.
• Estate Planning: We work with you and your attorney to develop a comprehensive estate plan that protects your assets, minimizes taxes, and ensures your wishes are carried out.

Who is Steve Davis?

Steve Davis is a CERTIFIED FINANCIAL PLANNER practitioner with more than 25 years of experience helping clients navigate their financial journeys. Steve is the second generation owner of Davis Financial and has built a reputation for providing independent and objective investment, insurance, and financial advice. He has a deep understanding of the financial needs and concerns of couples nearing retirement and is passionate about helping them achieve their retirement goals.

Outside of work, Steve is actively involved in several charities and often spends time volunteering with the local Chamber of Commerce, serving at his local church, and fundraising for cancer research and treatment. He is an avid cyclist and has participated in the Pan Mass Challenge for many years. Steve and his wife Sandy have four boys, three of whom are out of the house, so they are practicing to be empty nesters.

If you would like to explore the possibility of working together, please give Steve a call at 508 337-9400. He'll be happy to answer any questions you may have and help you determine if Davis Financial is the right fit for you.