We identify and help mitigate potential risks.

Protecting yourself, your loved ones, your business, and other assets against unexpected events is a fundamental element of financial planning. At the Davis Financial Group, identifying, analyzing, and mitigating risks is an essential part of what we do and allows us to make suitable, unbiased recommendations. Financial plan recommendations can be implemented with the advisor of your choosing.  Implementation of specific products or services may result in commissions or fees outside of the financial planning fee.  

Our recommended protection strategies include:

Individual and Survivorship Life Insurance

Disability Income Insurance

Business Overhead, Buy-Sell & Executive Benefits Insurance Programs

Stand Alone & Hybrid Long Term Care Insurance

Lifetime Income and Accumulation Annuities

Let’s talk about how we can help you achieve your financial goals and live the life you desire and deserve. To set up a complimentary consultation, please contact us or give us a call at 413.584.3098. We look forward to hearing from you!