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.
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
A Bucket Plan to Go with Your Bucket List
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Money that Buys Good Health is Never Ill Spent
It's important to make sure your retirement strategy anticipates health-care expenses.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Assess how many days you'll work to pay your federal tax liability.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate the total cost in today's dollars of various mortgage alternatives.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
Have you explored all your options when it comes to managing your taxable income?
What is your plan for health care during retirement?
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
How do the markets usually react to elections? Was the 2016 election any different?
The market is as unpredictable as the weather. We’d love to help you prepare.
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.