What We Do
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:

Risk Management
Budget Planning
Disability Income
Life Insurance Protection
Long-Term Care
Pension Maximization

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

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