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.
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.
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.
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.
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
Copyright © 2023 Davis Financial. All Rights Reserved.
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 Tax & Associates. Advisory services offered by Beam Wealth Advisors. Davis Financial LLC, Beam Wealth Advisors, Inc., Davis Tax & Associates, and Purshe Kaplan Sterling Investments are separate, unaffiliated entities.