“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 - OneView
Learn more about a CFP Investment Positions - Streetscape
Newsletters
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What Medicare Won’t Cover
See potentially expensive services Original Medicare doesn’t cover and how Medicare Advantage, Medigap or private insurance might help.
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HOT TOPIC: Too Much Oil with Nowhere to Go
This article looks at the reasons behind crude oil’s price collapse and the larger issue of imbalance between supply and demand in the global oil industry.
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Could Employee Ownership Be Part of Your Succession Plan?
An employee stock ownership plan may be a tax-friendly way for retiring small-business owners to pass the reins to employees.
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Taming Investment Taxes
Do you know how investments are taxed and which strategies can help improve a portfolio’s tax efficiency?
Calculators
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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.