“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
Newsletters
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ETFs Are Gaining on Mutual Funds: Here’s Why
Are you familiar with the differences between mutual funds and exchange-traded funds? This article compares and contrasts the two.
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HOT TOPIC: Is the Russia-Ukraine War a Threat to the Global Economy?
Explore the potential impact of the Russia-Ukraine conflict across global markets, including supply disruptions, higher prices, and slower growth.
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Mutual Funds: Do You Know What’s in Your Portfolio?
It’s important for investors to understand the funds in their portfolios. This article provides an overview of different types of funds.
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HOT TOPIC: Antitrust Crackdown Aims to Increase Competition
See how an executive order to curb excessive consolidation of industry might affect consumers, small businesses, investors, and the economy.
Calculators
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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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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.