Services

A comprehensive financial services firm working with individuals & businesses on benefit strategies for all employee classes in order to provide employers with appropriate, flexible benefit plans.

The second most desired benefit by employees. We study the goals of the employer and help you customize a plan which recognizes pricing needs, investment choice, employee education, and administration as important factors in the design.

Many companies seek special programs designed to reward and retain top-level executives and key employees. Unique plans can be designed to provide certain tax-advantaged benefits, allowing cash build-ups and distributions tied to service requirements.

Group term or Dental plans can be a valuable component of a benefit package, and are quite inexpensive. Davis Financial Services also has access to some unique products which can be offered on a supplemental basis, and which can be voluntary while offering group rates.

Sometimes overlooked as a basic benefit, a disability income benefit can prove even more important than a group life benefit. We can provide various alternatives of benefit levels for both short and long term needs.

People are realizing the need for this coverage especially after dealing with their own relatives situations. We can provide various alternatives and levels of benefit both for home and nursing home care.