Comprehensive Wealth Management,

Retirement Planning and Estate Planning

Between Vision And Reality...Lies Opportunity

You’ve built your wealth through vision and hard work. With a vision of the future, you can make that wealth work for you.  Lee and Jeremy Davis use their teamwork and professional resources to help Denver families and entrepreneurs fulfill their vision of long-term prosperity…for generations to come.

 A Total Vision of Your Future

Lee and Jeremy Davis are a father and son team with extraordinary vision. Lee Davis has been in the financial services business over 30 years. He’s witnessed the changing economic landscape of Denver, and through the years he’s helped hundreds of clients adjust and prosper.  Energy and compassion describe Jeremy Davis. Jeremy’s sincere and innovative approach comes from a 9 year professional career and a lifetime involvement with the financial services industry. This experience has helped him grasp the financial realities facing Denver families and entrepreneurs of today. His dedication and exceptional problem solving skills set him apart as a talented financial advisor.

Together, Lee and Jeremy work as one – two generations giving clients the total vision to plan for long-term financial security.  Lee and Jeremy offer the most comprehensive personal and business planning in the Denver area.  Their clients also include entrepreneurs and families from across the nation.  With a commitment to service and excellence, they can help you reach your financial goals – for yourself, and for your business and family.  Working together, Lee and Jeremy form the visionary wealth management team.

Connect With J.L. Davis

                            

                                                                                                          

 

The general infomation in this website should be reviewed with proper legal and accounting professionals prior to taking any action.  Though great care has been taken, neither the accuracy or applicability of this material can be assured.
Calculators

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

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Newsletters

The Dynamics That Can Drive Inflation

High unemployment and slow wage growth seem to have kept consumer spending and core inflation from growing very rapidly in the first half of 2011. This article reminds investors to keep the potential risk of inflation in mind, because even modest price increases compounded over time can erode the purchasing power of the assets in their portfolios.

Doing Your Heirs a Favor

Although a will and a trust specify disposition of assets, many other details of an individual’s final wishes might be explained in a letter of instructions. This article offers some topics to consider addressing in the letter to help loved ones make decisions and take care of final arrangements.

Rethinking the Role of Household Debt

Many people aspire to pay off their home mortgages before retirement, but the housing situation and a weak economy have taken a toll on the finances of many older Americans. There are some compelling reasons why pre-retirees might want to consider maximizing their retirement plan contributions and avoid carrying large amounts of debt into retirement.

Keeping Pace with Social Security

In 2012, Social Security beneficiaries will receive a 3.6% cost of living increase for the first time in three years. But a recent study suggests that benefits are lagging far behind real expenses. This article explains how Social Security benefits are indexed and what older workers and retirees might expect from the program in the future.

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