Davis Financial Management

1042 West Hedding Street, Suite 250
San Jose, California 95126
408-345-4700

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The Cycle of Investing The Other Sure Thing Exit Strategies of the Rich and Famous

We’re Here to Guide You to a Better Future – and We Think it’s the Highest Calling of Our Profession.

Financial Planning – Education Planning – Retirement Planning – Estate Planning

These are some of the most difficult and intimidating decisions of your life—especially if you’re making them alone and only partially informed. The good news is you don’t have to do it that way.

We’d like to extend you an invitation to talk about your possibilities, answer your questions, address  your issues, and perhaps alleviate those concerns that have been on your mind.  We’d like to encourage you to draw from 27 years of experience in helping people create a plan that enriches their financial future.

It begins with a casual conversation.

Isn’t it about time?

LET'S TALK

 

Helpful Content

When Should You Take Social Security

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

A Penny Saved is Two Pennies Earned

A Penny Saved is Two Pennies Earned

Here are some simple and inexpensive energy-saving tips that may help you save money.

The Power of Tax-Deferred Growth

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

 

The Business Cycle

Understanding the economy's cycles can help put current business conditions in better perspective.

The Cost of Procrastination

Don't let procrastination keep you from pursuing your financial dreams and goals.

Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

Please Leave Home without It

Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.

Global vs. International: What’s The Difference?

International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.

The Ivory Tower Changes Wall Street

Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.

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Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Comparing Investments

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

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

An Inside Look at Retirement Living

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

Managing Your Lifestyle

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

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A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

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.

Your Personal Recovery

As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

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