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.
Jane Bond: Decoding Diversification
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Building Your Legacy
A four-step framework for building a personal legacy.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
Healthy habits are one of the greatest gifts to give your child.
Understanding the value of a home warranty.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
For homeowners who think their property taxes are too high, there are ways to appeal.
This calculator can help you estimate how much you should be saving for college.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This questionnaire will help determine your tolerance for investment risk.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to assess the potential benefits of a home mortgage deduction.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
There are hundreds of ETFs available. Should you invest in them?
It’s never a bad time to speak with your financial advisor about changes in your situation.
Estate conservation is too important to put off. Do you have a smart exit strategy?
$1 million in a diversified portfolio could help finance part of your retirement.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.