"A journey of a thousand miles begins with a single step"
About
Who We Are
President, Gary R. Davis, CFP, CLU, ChFC
Gary is a lifelong resident of Las Vegas. In his previous career he was the founder and owner of Davis Funeral Homes with his brother. His experience in working with families at a very difficult time in their lives convinced him of the need for a greater emphasis on financial planning. After selling the funeral homes he began his financial services career that has spanned almost 30 years. He has been involved in many charitable organizations in addition to helping business owners and individuals with their financial planning . Minimizing risk, tax efficiency and long-term planning are the primary focus areas for his clients. One of the reasons for his success is helping clients to understand that Losses Hurt You More than Gains Help You.
What
We
Do
Our clients choose to work with us because we focus on the key elements of strategic retirement planning and providing Piece of Mind with Purpose, Planning and Confidence.
Effective and Successful Retirement Planning Addresses:
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Financial Planning: A successful retirement plan is based on the ability to have income for life and to achieve the documented goals. One of the goals is most certainly to stay retired even during periods of market fluctuation which is not uncommon in our financial markets.
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Investment Management: We have established investment strategies individually designed to meet specific objectives of our clients. The client portfolios are built to limit downside risk during market fluctuations and capture gains during growth periods.
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Risk Manaqement: Addressing risk and preparing for what might occur to upset a sound retirement plan is essential to the overall plan. Proper planning can help in reducing or taking key risks off the table.
Let's Schedule a Discovery Call — We offer a complimentary "Get Acquainted" meeting to describe our services and to see if our services might be a good fit for you.
8350 W Sahara Avenue, Suite 130
Las Vegas, NV 89117
702.323.6200