Asset Management for Every Phase of Your Life
We provide fiduciary standard asset management, divorce planning & tax services.Asset Management for Every Phase of Your Life
We provide fiduciary standard asset management, divorce planning & tax services.Our Professional Services
Tax Preparation & Planning
We host a network of CPAs & EAs to support our client’s tax needs. From tax preparation & planning, bookkeeping & resolution services we can provide expert service at an affordable cost.
Planning and Asset Management
Divorce Planning
As a Certified Divorce Financial Analyst, CDFA®, I have special training to support you and your attorney during this critical time.
75% of Americans agree they would benefit from having basic financial education and information
Learn how we help our clients gain a high level of confidence, clarity, and control over their personal finances.
(Source: The National Foundation for Credit Counseling)
75% of Americans agree they would benefit from having basic financial education and information
Learn how we help our clients gain a high level of confidence, clarity, and control over their personal finances.
(Source: The National Foundation for Credit Counseling)
Recent News From Davis Financial
Follow These Two Rules to Build Wealth in Any Market
Throughout the past two and a half months I have continued to ask myself, did we jump off a financial cliff? The answer was no. How did I know? The answer, while somewhat complex, is profoundly simple.
Financial Planning in the Sandwich Generation
While it’s true that retirement accounts can be used to save for college, there may be negative consequences to doing so. It’s best to talk with a financial professional to determine the appropriate course of action and to make sure you’re on track to meet your goals.
Matchmaker: Maximizing Your Employer 401(k) Contributions
A 401(k) isn’t the only option for retirement, but it’s definitely one of the most attractive. In many cases, it offers free money and is relatively easy to roll over when you change jobs. A financial professional can help you prepare for retirement with a 401(k) that fits your current investment style and stage in life and adapts to changes in career or investment styles.
Splitting Retirement Nest Eggs During Divorce
Qualified plans, such as 401(k), profit sharing, defined benefit pension and money purchase pension plans, have defined benefits or defined contributions. A qualified domestic relations order, or QDRO, is required when dividing qualified plans.
Professional Associations & Custodians
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Let's start mapping your financial future!
Davis Financial LLC
A financial services firm servicing clients across Utah. We strive to understand your goals, help you manage your retirement planning, guide your overall wealth strategy and help minimize your tax liability through a long-term and trustworthy relationship.
Office Hours: M-F, 9am-5pm
Call Us: (801) 620-0586
Directions: Map It
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This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.
Securities offered through Purshe Kaplan Sterling Investments, Member FINRA & SIPC., Headquartered at 80 State Street, Albany, NY 12207. Advisory Services offered through BEAM Wealth Advisors, Inc., a SEC Registered Investment Advisory Firm. BEAM Wealth Advisors, Inc. is a separate entity from Purshe Kaplan Sterling Investments. Joseph Davis, Registered Representative, Aaron Schuler, Jr, Investment Advisor Representative, Beam Wealth Advisors, Inc., Tax services provided by Davis Schuler & Associates, LLC. Advisory services offered by Beam Wealth Advisors. Davis Financial LLC, Beam Wealth Advisors, Inc., Davis Schuler & Associates, LLC, and Purshe Kaplan Sterling Investments are separate, unaffiliated entities.