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7374 Applegate Lane
Chattanooga, TN 37421

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Davis Financial Advisors, Inc.

423-756-4993

 
The Latte Lie and Other Myths It Was the Best of Times, It Was the Worst of Times The Cost of Procrastination When Special Care Is Needed: The Special Needs Trust

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.

 

Helpful Content

A Brief Guide To Condo Insurance

A Brief Guide To Condo Insurance

Important items to consider when purchasing condo insurance.

Directors and Officers Liability Insurance

Directors and Officers Liability Insurance

Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.

Acres of Diamonds

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

 

Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

A Look at Whole Life Insurance

Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.

Best Vacations: By Car, By Ship, By Foot, Once in a Lifetime

Four vacation destinations you might never have thought of.

What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.

Understanding Long-Term Care

Understanding the types of long-term-care services—and what those services could cost—may be critical.

Is a Variable Annuity Right for Me?

Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right

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How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

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