Services

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