Wealth Management

Wealth Management may be the single most important factor in your financial success. For most of us, we are creating wealth every day through our jobs, purchases, and financial decisions. All things are better with a plan; wealth management is no exception. At Finley Davis Financial Group, we are dedicated to creating a successful, long-term, and sustainable financial plan that will get what you need and want out of your financial future. 

Whether you are dreaming of retirement on a beach somewhere sunny or saving to put your grandkids through college, we can assist by creating a financial plan that helps make those dreams a reality. 

With wealth management, we take an investment advisory role that incorporates financial planning and investment portfolio management. Businesses and individuals can benefit from our services to coordinate retail banking, estate planning, legal resources, tax and professionals, and investment management to create a solution to increase and protect your wealth. 

If you are an individual interested in Wealth Management, please give us a call at 541- 342-2224 to schedule an appointment.

For further information, please see Tax Strategies and Retirement Projection.