No matter your stage in life, we are here to help give you realistic guidance to manage your finances and help you clarify your investment and insurance needs.
We help you build a clear picture of your current financial situation so we can clearly see where we are today.
Everyone’s situation is different. Once we have a clear picture of where we are today, we need to paint a clear picture of what you want to achieve.
We will help you create a plan to implement so that you can achieve your financial goals. This will give you easy steps to implement on day to day, so you can thrive year to year.
Providing you with help and tips to manage your money in a clear and intentional way.
Podcast
It may seem early but now is the time to start thinking about your taxes for 2022-2023 tax season. This podcast is a wonderful way to make use of a cold & dreary January day. We have the knowledgeable Josie Hope, CPA – LJ Business Solutions, once again joining this podcast where she and Ben […]
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Oh-ho-ho my, it’s that time of the year again. The Davies Financial Team is at it again, bringing on the holiday season with our Christmas Special Podcast Version 2.0. Ben, Andrea and Victoria get in the holiday spirit with some holiday trivia, fun festive facts, nostalgia, laughs and we’ve even thrown in some facts […]
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When planning for the future there are so many things to consider, planning for a person with a disability creates a unique set of challenges, we want to make sure that our loved ones are provided for and that their needs continue to be met. Today on the Podcast we welcome back Sebastian Schmoranz from […]
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What is happening in the housing market? – Interest, Inflation, and Investment, oh my! With an eventful 2022 slowly winding down but interest rates on the rise we knew it was time to have a professional come on the podcast and talk about the current state of the housing market. Rasha Ingratta, a mortgage expert […]
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