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

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

• 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.