“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 a Financial Planner with Michigan Financial Companies, is qualified to lead your financial team and help you pursue 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 pursue them. Working with your CPA, attorney and other advisors, Scott will assess how your small decisions add up to the “Big Picture” you desire.

Getting the outcome you want often means using a customized solution. Scott focuses on 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 pursue 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.

Education

University of Michigan, 1993, Bachelors in Economics

 

Professional Registrations & Designations

Life, Accident & Health Insurance License

Series 7

Series 66

CFP® - Certified Financial Planner

 

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