Congratulations to our 2017 Davis Financial Grant Recipients!
Joseph A. Davis, CDFA®
June 1, 2017
My wife Cindy and I have a deep and sincere interest in quality education for our youth. Couple this with our love for Ogden, we hope to continue & expand this grant in the foreseeable future.
2017 marked our second year to provide a grant to the Ogden School Foundation. This year, we chose to spread our donation among 5 qualified recipients. We reviewed each application, and as last year, had difficulty choosing the recipients. Each candidate submitted thoughtful projects that added value, support & interest to the educational experience of their students. We encourage all educators to continue your noble cause and don’t give up! You are positive examples and create experiences that will be felt for generations to come. Thank you for all that you do!
Our 2017 Davis Financial Grant Recipients are:
Amber Kunzler – Ben Lomond High
Brent Richardson – Ogden High
Jay Seese – Ogden High
Deborah Alverson – Mount Ogden
Jodie Burch – Bonneville Elementary
Congratulations to each recipient!
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.
Deciding when to exercise your company stock options should be based on more than your gut feeling about a potential market price peak.
Having a long-term financial plan gives your logic a leg up over your emotions during times of market volatility.
Davis Financial LLC
A fee-based financial planning firm servicing Ogden, 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
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Securities offered through Securities America, Inc., Member FINRA/SIPC. Joseph Davis, Registered Representative. Tax services provided by Davis Tax & Associates. Advisory services offered by Beam Asset Management. Joseph Davis, Investment Advisor Representative. Davis Financial LLC, Beam Asset Management, Davis Tax & Associates, Fit Divorce Planning and Securities America, Inc. are separate, unaffiliated entities. CA Insurance Lic. #0I00447.