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Who We Serve

By listening closely to your personal goals and concerns, walking you through available alternatives, and carefully explaining the risks and rewards of each strategy, our team at Davis Reseland LLC provides clear, concise financial advice and customized solutions to address your needs. Our clients include: 

Individuals

Whether you are mid-career, preparing for retirement, or are already enjoying your post-retirement years, comprehensive wealth management is vital to growing and protecting your wealth to support a comfortable, predictable income throughout your lifetime. At Davis Reseland LLC, we work with each client individually to answer the financial questions that lead to a more sound financial future: 

  • How can I better manage my cash flow?
  • Where does debt fit into my overall financial picture?
  • When is the right time and best way to start saving for college?
  • What's the right mix for my 401(k) assets?
  • How can I set up my estate to ensure my legacy will best serve my heirs?
  • How do I make sure my investments are aligned with my short- and long-term goals?
  • Is long-term care insurance something I should be considering?
  • Do I have the right type and right amount of life insurance coverage?
  • Will I be able to continue my lifestyle throughout retirement?
  • How can I minimize tax erosion of my assets?
  • What’s the best way to arrange my assets to provide for a steady stream of income during retirement?

From answering your questions, to helping you create your financial plan, to conducting regular financial checkups, we can help you grow, manage, and protect your assets. We’ll help you balance your needs for current income and liquidity with your long-term goals so you can enjoy your life today, and plan effectively to help ensure that what you have built eventually will benefit the people and organizations that mean the most to you.

Multi-generational Families

We provide coordinated financial and investment planning among different family members and multiple generations to help ensure maximum retention of personal and business assets. Utilizing trusts, charitable foundations, and family investment companies, we help clients develop long-term strategies for family wealth. From estate planning, to business succession planning, to trusts, we can help you protect your assets and provide a more secure future for generations to come by assisting with:

  • Identifying Trust strategies to protect your estate from unnecessary fees and taxes
  • Developing a plan to pass on your successful family business without burdening your heirs with potentially crippling tax liabilities
  • Evaluating the need for ongoing care for elderly parents or special-needs children
  • Assisting executors with administrative duties
  • Identifying appropriate resources to assist with executors’ legal responsibilities

Business Owners

If you own an independent business, it’s critical that the majority of your time is spent fully engaged in the success of your businesses. Working as your personal CFO, our team can assist with income maximization, group benefits planning, tax reduction, cash-flow planning, estate planning, and long-term wealth planning for both your business and family assets. Our team offers the comprehensive financial planning services you need to allow you to manage your business effectively without the added burden of personally managing your business and personal finances.

Working together with your team of advisors and leveraging our knowledge and experience, and the skills of our enhanced network of trusted professionals, we provide comprehensive services to address your personal and business-focused goals and objectives. From comprehensive financial planning to targeted business services, our goal is to help coordinate all aspects of your financial life to help you achieve your personal and business goals and provide financial security for you and your family.

Women in Transition

For women experiencing the often overwhelming transition resulting from divorce or death of a spouse, careful management of your finances may be the last thing on your to-do list. However, to ensure a comfortable future and feel confident as a single woman, careful wealth management is a critical piece of your personal future.

At Davis Reseland LLC, we understand how difficult this transition can be, and we’ll work with you to help you gain the knowledge and insight you need to succeed with financial planning. We’re here to provide unbiased advice, help you identify and manage the many different pieces of your personal finances that you now must manage alone, and guide you with a variety of legal decisions related to your new situation.

Working with you as your trusted advisor and decision-making partner, we will help you navigate the multitude of decisions and actions that must be addressed, including:

  • locating financial and legal documents
  • understanding how much cash you have on hand
  • defining your personal goals before being bombarded with well-meaning advice from others
  • coordinating the efforts of your attorney, your CPA, and other business professionals
  • creating a realistic budget—for today and over the long term
  • managing existing retirement accounts to provide current and future income
  • offsetting or valuing a business
  • learning how to thrive post-transition

 



©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.