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.
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Do You Feel Lucky?
Recent changes in estate tax laws could affect the strategy you have in place.
The Business Cycle
Understanding the economy's cycles can help put current business conditions in better perspective.
There are ways to improve your physical fitness without denting your fiscal fitness.
The uncertainties we face in retirement can erode our sense of confidence.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Regardless of how you approach retirement, there are some things about it that might surprise you.
For some, the social impact of investing is just as important as the return, perhaps more important.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
What if instead of buying that home, you invested that money?
What does your home really cost?
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
Here are five facts about Social Security that might surprise you.
Making the most of surprises is a great reason to work with us.
Smart investors take the time to separate emotion from fact.