“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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Municipal Bonds
Tax changes in the 2017 Tax Cuts and Jobs Act affect some investors more than others, with implications that spill into the municipal bond market.
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Seeking Balance in a Mutual Fund
Balancing stocks and bonds can be a central part of building an investment portfolio. Find out how balanced funds follow a similar strategy.
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Three Generations of Retirement Strategies
Millennials, Gen Xers, and baby boomers face different challenges in pursuing retirement goals. This article offers strategies to help address them.
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Five Red Flags That Raise the Odds of an Audit
Ever wonder why the IRS might take a closer look at a taxpayer’s return? This article discusses different types of audits and what might trigger one.
Calculators
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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.
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 72.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.