Lou Davis
Financial Planner and Advisor at The Davis Financial Group
- Role
- Financial Planner and Advisor at The Davis Financial Group
- Location
- Northampton, MA, US
- LinkedIn followers
- 500 followers
About Lou Davis
Providing a unique, fee for service financial planning program that pulls all the…
Experience
Financial Planner and Advisor
Jan 2012 — Present · Hadley, MA, US
Fee-based financial planning is at the heart of everything we do at the Davis Financial Group. By modelling every aspect of our clients’ financial lives, we help demonstrate how all the pieces of one’s finances are interconnected and interdependent. We then project the model out into the future to show the hypothetical results of various decision-making scenarios that illustrate clients’ goals and objectives, and we use these models to form the basis of a plan.The plans we create direct whatever additional work we do for clients in the area of investment management, insurance services or estate planning, and helps direct the work of our clients’ other advisers as well. Our unique approach involves working closely with our clients over the course of their lives to help them achieve their goals and understand, preserve, grow, value and share their assets—and their values.We provide financial planning and investment advisory services through MML Investors Services, LLC, member SIPC Supervisory address: 330 Whitney Avenue, Suite 600, Holyoke, MA 01040, Tel: help meet the financial needs of clients, we also offer products such as life insurance, disability income insurance, long term care insurance, retirement/401(k) plans and investment services, and annuities. I am licensed to sell insurance in MA, CT, LA, NY, NH, NV, MD, VT and VA and securities in MA, MD, NV, CT, ME and NH.
Education
The Culinary Institute of America
AS, Culinary Arts
1994 — 1996
University of Massachusetts Amherst
Individualized Degree Program with Business Concentration
1985 — 1989
Skills
- Irrevocable Life Insurance Trusts
- Long-Term Care
- Life Insurance
- Individual Life
- Protection
- Long Term Care Insurance Protection
- Insurance
- Fixed Annuities
- Disability Insurance
- Disability Income
- Whole Life
- Long Term Care Insurance
- Employee Benefits
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