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Wealth Management Services

At Davis Reseland LLC, our goal is to help you grow and retain wealth through careful, customized planning. Working on a highly individual basis, we’ll build a personal financial strategy that encompasses all areas of your personal and business wealth. With both a Certified Investment Management Analyst® and a CPA on our team, all of our recommendations are based on sound financial strategies aimed at reducing taxes while growing assets over time.

Service Offerings:

  • Financial Planning includes a thorough evaluation of your finances—including your accumulated assets, current income, tax implications, etc. Using that information, we’ll work with you to identify and prioritize your goals and objectives to develop a customized financial plan that addresses your short- and long-term goals.
  • Retirement Planning includes helping you make appropriate choices to reach your income goals for the duration of your retirement years using our knowledge of budgeting, taxation, and asset allocation, as well as available financial tools.
  • Education Funding includes developing effective strategies for saving and paying for the education of your children and/or grandchildren. We incorporate many available techniques, taking into account your tax situation and available investment assets.
  • Risk Management/Insurance Planning includes an objective needs analysis and product recommendation and selection for disability income protection, life, and long term care (LTC) needs.
  • Estate Planning includes designing, coordinating, and implementing an effective estate plan, and continuously monitoring that plan to ensure it stays on track to meet your goals.
  • Family Business Continuity Planning includes designing a succession plan that protects personal and business assets at the time of transfer, and helps ensure the success of your business across generations.

Investment Management
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 We believe that a personalized investment strategy is essential to long-term financial security. We take into account your individual and business finances to identify an investment plan consistent with your values and goals, your comfort with risk, and your current time-horizon and assets. Using well-researched strategies and carefully selected investment vehicles, we’ll put a customized plan into action, working closely with you to help you understand the trade-offs between potential return and inherent portfolio risk. The resulting customized investment strategy will serve as our baseline. Together, we will decide if and when changes are necessary, always striving to achieve your long-term financial goals.

Our customized approach to product selection and asset allocation helps keep you on track toward these goals by helping to:

  • Minimize the impact of emotions on investment decisions
  • Minimize risk through diversification
  • Preserve principal by using strategies that minimize taxation
  • Invest over the longest possible time frame

Retirement Plan Consulting Services
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For plan sponsors of independent businesses, we provide 401(k) and retirement plan consulting services to advise fiduciaries concerning their responsibilities, and to assist with the selection, implementation, monitoring, and management of effective 401(k) savings and retirement plans.

While many business owners employ outside fiduciaries to monitor selected investments, as the plan fiduciary you remain liable for the plans you provide to your employees. Our experienced advisors specialize in protecting companies like yours. It is our goal to provide a plan that will benefit your employees and maintain your profitability. Our team will coordinate with the plan custodian/record keeper and third-party administrator to:

  • Recommend appropriate investments for your plan
  • Assist with drafting your Investment Policy Statement (IPS)
  • Monitor investment performance and recommend changes when needed
  • Provide participant enrollment and education seminars
  • Meet regularly with your plan sponsor and provide written fund monitoring information
  • Help maintain compliance with Department of Labor plan-related standards
  • Support efficient transition from an existing investment manager or platform provider

 



©2018 Davis Reseland LLC. All rights reserved.
Securities offered by registered representatives of NBC Securities, Inc. Member FINRA and SIPC. Products offered by NBC Securities, Inc.
(1) are not FDIC insured, (2) are not deposits or other obligations of a bank or guaranteed by a bank, and
(3) involve investment risks, including possible loss of principal amount invested.
Advisory services offered by investment advisor representatives of NBC Securities, Inc.