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
INVESTMENT SERVICES
- Individual Stocks & Bonds
- Mutual Funds
- Exchange Traded & Closed-End Funds
- Davenport Asset Management – offering several 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, long-term care and disability income insurance. Areas of service include:
- In-Force Policy Reviews
- Provider Company Evaluations
- New Policy Design, Selection & Placement