Welcome to Davis Financial Services

We live in a financially complex, demanding time. Many of us are not equipped with the knowledge and skills to navigate life’s financial waters. Others have little or no savings. Our seminars and counseling services develop the tools needed for financial independence and sound financial decision-making. We cover money management principles including: the importance of identifying your priorities and of having written financial goals; how to develop (and live by) a budget; debt management; retirement planning; estate planning; and education funding as well as issues facing the sandwich generation.




Our Financial Literacy Programs are aimed at individuals and groups, including children, who wish to better understand financial matters to improve their quality of life. At Davis Financial Services (DFS), we are educators helping clients build a solid financial future that will serve you well for the rest of your life. We provide these services in the form of: