“Teamwork is the ability to work together toward a common vision”

-Andrew Carnegie

Do you have a leader of your financial team? Scott Davis, as an Executive Director of Financial Planning with Michigan Financial Companies, is uniquely qualified to lead your financial team and help you achieve your vision. In a world of constant media noise and endless financial products, Scott can help you define your financial goals and put a plan in place to help you achieve them. Working with your CPA, attorney and other advisors, Scott will help assure that your small decisions add up to the “Big Picture” you desire.

Getting the outcome you want often means using a customized solution. Scott specializes in personalized financial planning for his clients, including asset allocation recommendations, college education planning, insurance planning, and tax planning* as it relates to investments. He works closely with physicians and other professionals to help them realize their goals and protect their assets. Whether your objective is to enhance or simply preserve your wealth, Scott will put to use his 20 plus years of industry experience to provide creative and customized strategies to help you achieve your financial goals.

Education

University of Michigan, 1993, Bachelors in Economics

 

Professional Registrations & Designations

Life, Accident & Health Insurance License

Series 7

Series 66

CFP® - Certified Financial Planner

AIF® - Accredited Investment Fiduciary

ChFC - Chartered Financial Consultant

CLU - Chartered Life Underwriter

 

Personal Data

Scott lives in Brighton with his wife, Jennifer, and their two boys. He enjoys spending time with his family, coaching youth sports and playing golf.

*The financial analysis and recommendations are not intended to replace the need for independent tax, accounting, or legal review. Individuals are advised to seek the counsel of such licensed professionals.

 

Resources

Business Financial Questionnaire                   Financial Analysis - emoney

Personal Financial Questionnaire                   Performance Data - Albridge    

Learn more about a CFP                                  Investment Positions - Streetscape