Our services include retirement planning, estate planning, tax strategies, and risk management, to help clients feel more secure about their financial futures. Partnering with our clients to review the current landscape of their objectives is the foundation to helping clients achieve their desired goals. Through this partnership we can develop and implement strategies that guide our clients through this journey, such as opening college savings plans or evaluating the features of a traditional or ROTH IRA, as well as working with your legal and tax professionals toward ensuring your wishes are captured comprehensively within your estate.
*Davenport & Company is a financial services firm and does not provide tax or legal advice. Please consult your professional accounting or legal advisors prior to acting on any information provided by us that may have an effect in these areas.