At JT Davis Asset Management, we speak “client-ease.”
We take the guesswork out of retirement and estate planning.
‘Someday’ will be here before you know it. Let’s put a plan in place.
You are not alone and that is why we offer managed solutions for your investment needs.
Our Investment Vehicles
- Stocks, Bonds and Exchange Traded Funds (ETFs)
- Liquid Alts
- Deferred and Fixed Annuities
- Lifetime Income Annuities
- Individual & Group Life Insurance
- Long-Term Care Insurance
- SEPs, Simple IRAs, 401(k)s, Solo 401(k)s
Our Personal Planning Services
- Estate Conservation Planning
- Life Insurance Needs
- 401(k) Rollovers
- 401(k) Management
- Income Protection
- Charitable Planning
- Active Account Management
- Retirement Planning
- IRA Funding – Traditional & Roth
- Buy/Sell Agreement Funding
- Portfolio review and Analysis
- Investment Advisory Services
- Brokerage Services
- Trust services
Learn More About Each Of Our Financial Services
Learn more about how we can make you make and execute a financial plan that’s inline with your goals.
Our job is to watch the market for you and make educated decisions based on our financial education, data, and trends.
Life insurance is a tool we use to ensure your loved ones are well taken care of after you are gone.
We’ll discuss your risk tolerance and goals to determine the best investment style and vehicles for your money.
Your retirement years should be the most enjoyable years of your life. Let’s make sure you have enough money to live comfortably and see and do all the things you wish to.
Aggressive investing comes with inherited risk, but the potential rewards are high. We know when it’s time to be conservative and preserve your wealth.
Tell Us Your Financial Goals
Let’s have a quick conversation about your financial goals to see if our financial services can help you reach them faster.
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