Davies Financial & Insurance Services

11/03/2025

Estate Planning: Don't Leave Your Fate up to the State! - https://mailchi.mp/6dba8385f31e/estate-planning-offer-dont-leave-your-fate-up-to-the-state-5798288

09/25/2025

Money Matters: America's Last Tax-Free Benefit - https://mailchi.mp/a5b3181a9c0d/money-matters-americas-last-tax-free-benefit

08/13/2025

First day of school a success! Smith is officially a High Schooler and Brooks is climbing the ranks of Elementary school in 4th grade!! Love you kiddos and so proud 🩷🩷🩷🩷

07/28/2025

FREE VIRTUAL WEBINAR: I am delighted to personally extend an invitation to you to attend a special educational webinar about the important strategies that have helped my clients protect their income from unnecessary taxation in retirement.

This event will feature a leading professional and best-selling author on creating tax-free retirement income streams, Patrick Kelly.

During this 45-minute virtual event, attendees will learn…

*The reasons why families may be exposed to greater tax risk in retirement.
*Potential tax liabilities for retirement income.
*Different Strategies for Mitigating Tax Risk in Retirement.

Tax Diversification and Retirement: What You Need to Know

To register, please select one of the event links below.

July 29, 2025 at 6:30 PM ET:
https://taxdiversification.rsvpattend.com/tdr-1

July 31, 2025 at 9:30 PM ET:
https://taxdiversification.rsvpattend.com/tdr-2

​​​​​I sincerely hope you can take advantage of this learning opportunity.

07/02/2025

💸 Introducing "Money Matters" from Davies Financial Services -

Over the last few years, I’ve had the privilege of helping many of you through Davies Financial and Insurance Services—whether that’s been exploring strategies to mitigate risk, educating you on your options for retirement income strategies, or simply being a trusted-sounding board when life (...

06/02/2025

Finding the right mix of growth potential and protection for your retirement assets can be a challenging balancing act. Check out this video to learn how FIAs can play a role in your portfolio, providing balance with the potential for growth.

https://sfgmembers.wistia.com/medias/77enfexbhx?wtime=0

Call now to connect with business.

06/02/2025

Finding the right mix of growth potential and protection for your retirement assets can be a challenging balancing act. Check out this video to learn how FIAs can play a role in your portfolio, providing balance with the potential for growth.

05/27/2025

Last week brought higher government bond yields following House approval of a new budget bill, as well as firmer gold and Bitcoin pricing. Swipe through for more insights.

As always reach out to our team with any questions or needs. We are here as a resource for you.

05/21/2025

During Retirement, your savings need to provide you with an income stream, just as your paycheck did during working years. Withdrawing from a 401(k)/IRA or Brokerage account during a market downturn can seriously damage your portfolio’s ability to recover. This is known as Sequence of Returns Risk, one of the most overlooked threats to retirement security.

This is why I continue to emphasize having a protected income source not tied to the market.

One example is below, aka, a Volatility Shield. Another example is a financial vehicle that acts as a Personal Pension, money you can never outlive. Even if your account goes to zero dollars, you keep getting that paycheck!

sources in your retirement portfolio - this sets you up for more income, more guarantees, and less stress in retirement. Contact me for more information - Text or call 843-936-1170, email: [email protected]

Market volatility could have a potential long-term impact on your retirement. While you can't predict market downturns or how long they will last, you can pr...

03/28/2025

Thank you Charleston Community Events for a wonderful event experience for my "Retirement Shield " seminar series. A+ service and support throughout the entire process. I educated attendees on how to protect themself, their families and their Legacy against inflation, taxes and longevity risks in retirement.