A cornerstone of financial planning is the recognition that everyone's economic and life situation is unique. Personalized service is essential when matching clients with the right financial products and services.
A commitment to professionalism and the cooperative development of unique, personal goals forms the foundation of any strong financial plan.
A financial plan must reflect the stage of life its owner is in: whether purchasing a first home, financing a child’s college education or planning for retirement. A plan must reflect its owner’s personal or business situation, and highlight those financial products that best fit it. A custom-tailored financial plan must also be continually reviewed to measure its achievements against stated aims, and ensure the owner is comfortable everything is moving forward according to plan.
If you ever have questions about your plan or about specific financial products, contact me. We will set up a time to meet to review your needs and address any questions you may have. Contact me today.
For over two decades, Jeff Davis has provided a unique and highly personalized financial planning and asset management service for retirees, small business owners, professionals and institutions. He specializes in retirement planning, estate planning, business succession planning and investment/portfolio construction/management. As the principal of High Country Wealth Management in Banner Elk, North Carolina, the firm's mission is to "Help guide our clients to make the best financial decisions for their future through education, communication and service which exceeds our clients' expectation."
Prior to opening High Country Wealth Management, Jeff built, transitioned to independent and sold a large, successful financial planning practice and product/services distribution network from scratch in Southeast Georgia.