Welcome to Davis Financial Services, Inc.
With the goal to educate people on “How Money Works”, Davis Financial Services, Inc. is a professional firm created to assist retirees in preserving their assets and standard of living. Davis Financial Services, Inc. is determined to give retirees straight forward advice that will help them meet their goals as well as make the decisions to meet the tough challenges that may face them throughout the retirement phase of their lives.
Davis Financial In the News
Mike Davis, founder of Davis Financial Services was a featured guest on FoxNews LIVE to discuss the “Common Mistakes Retirees Make That Inhibit Retirement Success.”
Watch the segment here:
7 Common Mistakes By Retirees - Fox News Video - Fox News
As always, contact us anytime with any questions at (904) 276-3900 or visit us at www.davisfinancialservicesinc.com.
For your benefit, the seven most common mistakes are below.
1. Investing as though you are still working.
2. Not protecting yourself, and your nest egg, from significant financial drops.
3. Not guaranteeing your basic income needs.
4. Not paying attention to ALL of your portfolio costs.
5. Not thinking about taxes
6. Thinking your IRA is a good account during retirement.
7. Thinking you need liquidity during retirement when you rarely do
News4Jax.com
Preparing year end taxes
December 5, 2011 - There are some things you can do to cut down the time and maximize your benefits. 
Florida Times-Union
Jacksonville-area Financial Advisers say Investors are not Panicking
August 9, 2011 – Blake Massey addresses why risk-aversion can enable investors to navigate severe downturns unscathed.
CBS Action News
Debt Ceiling Deal
August 1, 2011 – Mike Davis discusses the consequences of the U.S. continuing to spend money it does not have as the debt ceiling deal nears a vote.
AARP Bulletin
Debt Ceiling Angst: How to Protect your Savings
July 28, 2011 – Mike Davis explains the benefit for retirees of owning fixed annuities during volatile market periods.
Please take a few minutes to acquaint yourself with benefits associated with our firm by selecting any of the above links.
Investment Advisory Services offered through Global Financial Private Capital, LLC, an SEC Registered Investment Adviser.
Securities transactions for Global Financial Private Capital, LLC are placed through Fidelity Investments.
Insurance products are sold through Davis Financial Services, Inc. Our firm is an investment adviser registered with the state of Florida. Due to various state regulations and filing requirements, our firm and it's representatives may only provide investment advisory services in those states in which it is first appropriately registered or otherwise excluded from registration requirements. Our firm does not render personalized investment advice or services or effect, or attempt to affect any securities transactions, on this website. The purpose of this website is to provide the public with general information about the services offered by our investment advisory firm. Michael Davis continuously monitors its filing requirements in all states, and will provide individualized advisory services in accordance with various state regulations.