Financial Planning Services
Decisions about investments, insurance and wealth development don't happen in a vacuum. Davis-Monk Financial Group, Inc. is committed to a comprehensive, independent and objective approach to financial planning. Our success depends upon creating and fostering long-term, beneficial relationships with each of our clients. In order to do that , our interests and loyalty must be solidly aligned with those of our clients. Because we are not sponsored by any mutual fund family, brokerage house, insurance company or financial services organization, we are able to maintain the highest standards of fiduciary responsibility while providing financial planning expertise in a variety of different areas:
- Complete Financial Planning for Individuals and Businesses
- General Investment Advice
- 401(k) and Pension Planning Consultation
- Implementation of Financial Planning Strategies
- Complete Investment Portfolio Management
- Risk Management
- College Planning
- Estate Planning
- Tax Planning
- Retirement Planning
Our financial planning strategy is based upon long-range planning and investment diversification commensurate with the goals and risk tolerance of our clients. Regular monitoring of the progress is essential to reaching goals within the desired time frame and is crucial to staying on target.
Securities offered through 1st Global Capital Corp. Member FINRA/SIPC. We have individuals licensed to offer securities in the states of Florida, Texas, Georgia, North Carolina, Wisconsin, Ohio, Maryland, Minnesota, Virginia, Mississippi, Minnesota, Utah & New York. This is not an offer to sell securities in any other state or jurisdiction. Investment advisory services, including fee based asset management accounts held through NFS, LLC, are offered through 1st Global Advisors, Inc.
