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

Diving into Dividends

Dividends have traditionally been considered a source of income, but they also can be a powerful way to help build savings. A recent study found that dividends contributed 44% of S&P 500 total returns from 1930 through September 2010. This article explains how dividends work and the role that dividends could play in an investor's savings strategy.

Evaluating Life Insurance Needs

It's a good idea for people to evaluate their life insurance coverage to help ensure it keeps pace with their needs. Not only do major life events affect the amount of coverage that may be needed, but inflation can reduce the purchasing power of the death benefit and a greater benefit may be needed to cover estate taxes and other debts.

Insurance for Two Could Benefit Your Heirs

Survivorship life insurance offers a way to help a couple's heirs pay estate taxes, probate costs, and other final expenses — and could be especially important after 2012 when the federal estate tax is scheduled to be significantly higher. Even if the estate tax doesn't apply to an estate, the insurance proceeds could benefit heirs or a favorite charity.

Where There's a Will, There's a Way

Only 35% of Americans have a will, yet it's a relatively simple legal document that every adult should have, regardless of wealth or age. Dying without a will can lead to unwanted outcomes and potential problems for heirs. This article discusses the importance of a will and other estate conservation documents.

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