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Serve, Protect, Guide, & Advise


We pursue our passion for Personal Finance by helping Individuals, Families, and Businesses achieve life goals through the proper management of their financial resources. By having the proficiency to truly understand ones needs, we have the ability to construct a personalized financial plan that aligns with a clients goals, risk tolerance, & time horizon.

No matter what goal you are trying to achieve, whether that be: building wealth through investing, ensuring loved ones are financially secure, planning for a comfortable retirement, or protecting & transferring your estate in an efficient manner, we are committed to your success!

By creating a financial strategy that addresses your entire financial picture, you have the ability to direct your life, create your future, and build a legacy.

Our services include:

<strong>Risk Management</strong>

Risk Management


Budget Planning


Disability Income


Life Insurance Protection


Long-Term Care


Pension Maximization

<strong>Investment &#38; Retirement Planning</strong>

Investment & Retirement Planning


Annuity Programs


Cash Flow Analysis


Income Distribution


Professional Portfolio Management


Pre & Post Retirement Strategies


Rollovers for Employer Retirement Plans (403b, 401k, 457, TSP)


Tax Minimization


Wealth Accumulation & Preservation




<strong>Legacy Planning</strong>

Legacy Planning


Education 529 Saving Plans


Inherited IRA's


Revocable Living Trusts


For more information about our firm and the services we offer, please don't hesitate to to send us an email or call the office. It would be our pleasure to provide you with a no cost, no obligation, free financial consultation. 

coley.davisiv@securitiesamerica.com | (858) 503-2317