We consider an array of investment options and strategies depending on your individual needs. Some of the services we offer include:
FINANCIAL PLANNING SERVICES
- Net worth & Asset Allocation Analysis
- Education Planning and 529 Plans
- Retirement Planning and Cash Flow Analysis
- Employee Stock Option Analysis
- Planning for Tax, Estate & Charitable Giving Needs*
RETIREMENT PLANS
- IRA & 401(k) Rollovers
- Traditional & Roth IRAs
- Employer-Sponsored Retirement Plans—consulting on the design, selection, and implementation of:
- 401(k) & Solo(k) Plans
- Simple & SEP IRAs
- Profit Sharing Plans
- 403(b) & 457 Plans
- Defined Benefit Pension Plans
INVESTMENT SERVICES
- Individual Stocks & Bonds
- Mutual Funds & Unit Investment Trusts
- Exchange Traded & Closed-End Funds
- Davenport Asset Management — offering various professionally managed investment strategies
- Fixed and Variable Annuities
- Certificates of Deposits, Money Market & Cash Management Service
INSURANCE SOLUTIONS
Davenport’s team of dedicated insurance specialists is available to offer independent and objective advice for life insurance, long-term care insurance, and disability income insurance. Areas of service include:
- In-Force Policy Reviews
- Provider Company Evaluations
- New Policy Design, Selection & Placement
OTHER SERVICES
Estate Settlements
- Providing a settlement checklist for Executors and Trustees
- Locating and accounting for assets including re-registering paper stock & bond certificates
- Determining cost basis and date of death account valuations
- Assisting with/in obtaining and completing the paperwork required by most institutions
- Working with insurance companies to facilitate payments of life insurance and annuity death benefits
- Distributing assets to heirs and beneficiaries
Wealth Transfer
- Assisting with annual charitable gifting and philanthropic planned giving strategies
- Facilitating asset transfers to family members and loved ones
- Consulting, selecting and ongoing partnering with Trust Administrators
Business Owners
- Consulting to implement or improve company-sponsored retirement plans
- Identifying insurance solutions for Key-Person(s), Buy/Sell Agreements, Professional Disability
- Implementing group plans for life, disability and long-term care coverage
- Retirement plans including: 401Ks, SIMPLE IRAs, SEP IRAs
Trusts, 501(c)(3) Non-Profit, Endowments & Foundations
- Risk management consulting for Investment Policy Statements and fiduciary oversight
- Monitoring and reporting for Professional Asset Management
We recognize that our clients have built relationships with CPAs and attorneys and we welcome the opportunity to work with you and your existing team of professionals.
*Davenport & Company is a financial services firm and does not provide tax or legal advice. Please consult your professional accounting or legal advisors prior to acting on any information provided by us that may have an effect in these areas.