Financial Planning/MoneyGuidePro® Services
- Portfolio & Asset Allocation Analysis
- Education Planning and 529 Plans
- Individual & Corporate Retirement Plans
- Multi-Generational Planning
- Foundations & Endowments
- Retirement Planning and Cash Flow Analysis
- Employee Stock Option Analysis
- Planning for Tax, Estate & Charitable Giving Needs*
Investment Services
- Individual Stocks and Bonds
- Mutual Funds and Unit Investment Trusts
- Exchange Traded and Closed-End Funds
- Davenport Asset Management — offering various professionally managed investment strategies
- ManagerSelect — outside money managers
- Fixed and Variable Annuities
- Certificates of Deposits, Money Market and 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 services include:
- In-Force Policy Reviews
- Provider Company Evaluations
- New Policy Design, Selection & Placement
*Davenport & Company LLC does not provide tax or legal advice; please consult your own professional for guidance on these matters.