From Our Family to Yours, Personal Financial Advice
Welcome to Davis Financial Advisors, Inc. We are a full service wealth management firm located in Chattanooga, TN. We are dedicated to enriching the lives of the families we serve from one generation to the next. We take the time to thoroughly understand your unique circumstances, goals and wealth management philosophy, providing professional service that helps to ensure your best interests remain at the forefront in all decisions made and actions taken.
Our experienced and knowledgeable team earns your confidence by listening to you, responding to your needs, communicating opportunities and guiding you and your family members along the path toward financial prosperity.
With a focus on family and community, Davis Financial Advisors, Inc. strives to build relationships based on mutual trust and understanding to help ensure that our neighbors and friends can pursue their financial goals with confidence.
We invite you to visit our TEAM PAGE to see how our family can work with you.
A Cheat Sheet for Sending Your Kid to College
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Choosing a Retirement Plan that Fits Your Business
To choose a plan, it’s important to ask yourself four key questions.
A Brief Guide To Condo Insurance
Important items to consider when purchasing condo insurance.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
However exciting retiring abroad may sound, it deserves considerable planning.
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how much you have the potential to earn during your working years.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to estimate your capital gains tax.
This calculator demonstrates the power of compound interest.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
Are you ready for retirement? Here are five words you should consider.
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
You’ve made investments your whole life. Work with us to help make the most of them.
What are your options for investing in emerging markets?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Understanding the cycle of investing may help you avoid easy pitfalls.