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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; we assist people in making smart decisions with their money. 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, mitigating your portfolio from volatility,  planning for a comfortable retirement, structuring a successful income plan, 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 Mitigation/Management</strong>

Risk Mitigation/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


Start making smart decisions with your money today! It would be our pleasure to provide you with a no cost, no obligation, free financial consultation. 

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