Client Profiles

Consideration of the following questions can help you determine if your situation may be a good fit with Davies Financial Advisors, Inc.:

  1. Do you desire greater confidence in your financial future?
  2. Are you looking for creative design ideas in the areas of wealth creation, preservation, and distribution?
  3. Do you desire to unlock equity in your business?
  4. Are you concerned about maximizing your wealth?
  5. Do you wish to reduce taxes on your investments?
  6. Does your investment risk outweigh the investment performance?
  7. Is asset protection important to you?
  8. Do you know if you're getting a good deal or not on your investments?
  9. Will you be the beginning (or the end) of your family's successful financial legacy?