Financial 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
- Corporate Retirement Plans including SEP IRAs, Simple IRAs, and SoloKs
Investment Services
- Individual Stocks, Bonds, and Mutual Funds
- Davenport Asset Management – offering various professionally managed investment strategies
- Exchange Traded & Closed-End Funds
- Fixed and Variable Annuities
- Certificates of Deposit, Money Market & Cash Management Services
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