Our Services

Investment planning
• Active and passive ETF portfolios
• Tax-free municipal income management
• Individual stocks, bonds, and closed-end funds
• Comprehensive risk tolerance analysis
• Electronic linking and eDelivery

Retirement income planning
• Income strategies for pensions and other                  retirement plans
• Discuss rules and requirements for IRAs
• Social Security distribution option comparison

Employee stock option and purchase plans
• Review of documentation
• Analysis of qualified and non-qualified
employee stock purchases
• Inclusion and linking to financial plan

Insurance
• Review disability, life, long-term care, annuities            and other insurance
• Perform cost and suitability analysis
• Insurance agent outreach service or referrals

Liabilities
• Comprehensive review of loans and credit cards
• Personal banker outreach service or professional referrals

Tax management and services*
• Review current taxation on investments
• Implementation of tax-aware portfolio strategies
• CPA outreach service or professional referrals

Estate planning and trust services
• Review needs, wishes and current estate plan
• Recommendations to enhance the continuity of plan
• Attorney, fiduciary and trustee outreach service or professional referrals

Business owner services
• Cash flow and risk management
• Retirement plans analysis and implementation
• TPA, insurance and banking outreach service or professional referrals

Business succession planning
• Pre-transition and post-transition planning
• Business and personal continuity planning and wealth management
• Banking, attorney and CPA outreach service or professional referrals

Real estate
• Assess mortgage and property valuation
• Mortgage broker and realtor outreach service or professional referrals

*D.A. Davidson does not provide tax or legal advice. Please consult with your tax and/or legal professional for guidance on your specific situation.

We invite you to learn more!  Please click here to review a series of interactive resources highlighting the financial topics and concepts we often address with our clients.

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck