“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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Looking for Value with P/E Ratios
Discover the basics of P/E ratios, with an emphasis on analyzing them in the appropriate context for making meaningful comparisons.
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Could You Be Responsible for Your Parents’ Nursing Home Bills?
Filial responsibility laws can hold children responsible for certain parental debts. This potential liability is one reason to plan for long-term care needs.
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Mid-Year Is a Great Time to Fine-Tune Your Finances
The middle of the year is an ideal time to revisit financial resolutions and consider steps that may help develop a stronger financial position.
Calculators
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Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
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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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Savings Goals
How much do you need to save each year to meet your long-term financial goals?