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Davis Financial Management Group
http://www.dfmgonline.com/YourOwnPensionPlan.html
We help enhance the lifestyles of our clients by effectively managing their financial resources thereby enabling our clients to utilize their assets to promote their individual values on personal, family, and community levels. Davis Financial Management Group. COULD YOU CREATE YOUR OWN PENSION PLAN? SBOs are taking a new look at old-school defined benefit plans. Presented by Helen Davis, CFP. The tax breaks may be substantial. There is no cap on how much you can save. That a participant in a defined bene...
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Davis Financial Management Group
http://www.dfmgonline.com/CaregiverFinancials.html
We help enhance the lifestyles of our clients by effectively managing their financial resources thereby enabling our clients to utilize their assets to promote their individual values on personal, family, and community levels. Davis Financial Management Group. A CAREGIVER’S FINANCIAL RESPONSIBILITIES. Key questions for you and your family to consider. Presented by Helen Davis, CFP. A labor of love may come to involve money issues. Q: How will caregiving affect your own financial picture? Growing old at h...
dfmgonline.com
Davis Financial Management Group
http://www.dfmgonline.com/2012EconomicReview.html
We help enhance the lifestyles of our clients by effectively managing their financial resources thereby enabling our clients to utilize their assets to promote their individual values on personal, family, and community levels. Davis Financial Management Group. Helen Davis, CFP Presents:. QUOTE OF THE YEAR. Belief, hard work, love you have those things, you can do anything. THE YEAR IN BRIEF. 10,11,12,13. 17,18,19,20,21. 17,18,19,22. 31,32,33,34,35. 31,36,37,38,39. These returns do not include dividends.
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Davis Financial Management Group
http://www.dfmgonline.com/charity20122013.html
We help enhance the lifestyles of our clients by effectively managing their financial resources thereby enabling our clients to utilize their assets to promote their individual values on personal, family, and community levels. Davis Financial Management Group. THE CHARITABLE IRA ROLLOVER RETURNS FOR 2013. Through January, you can still make one for 2012. Presented by Helen Davis, CFP. Give and receive a tax break. Request an asset transfer; refrain from a withdrawal. To arrange an IRA charitable rollover...
davissafemoneyadvisors.com
Annuities - Free Report - Real World Index Annuity Returns
http://www.davissafemoneyadvisors.com/CurrentWebsiteFiles/nannuities.html
Low Cost Term Life Insurance. Easy to Get Final Expense Coverage. Cash when you have a Critical Illness. Secure Your PAYCHECK for LIFE. Protect Your Assets when. You Need Assisted Care. DAVIS SAFE MONEY ADVISORS. Have you had it with market volatility? It seems like every time we check there is more bad news on Wall Street. In times like these, it is more important than ever to find someone you can trust to help you make your own well-informed decisions about your financial future. The Center has hundred...
davissafemoneyadvisors.com
Personal Budgeting Information
http://www.davissafemoneyadvisors.com/CurrentWebsiteFiles/nbudgeting.html
Low Cost Term Life Insurance. Easy to Get Final Expense Coverage. Cash when you have a Critical Illness. Secure Your PAYCHECK for LIFE. Protect Your Assets when. You Need Assisted Care. DAVIS SAFE MONEY ADVISORS. For a pdf of the following forms. These forms will open in a separate window on your computer. CONTACT Roger for additional information or. Roger E Davis 3599 Darbyshire Drive, Hilliard, Ohio 43026. Senior Tax Strategies of Ohio.
davissafemoneyadvisors.com
Paycheck for Life - Convert your 401(k) to your own personal private pension for life!
http://www.davissafemoneyadvisors.com/CurrentWebsiteFiles/npaycheck.html
Low Cost Term Life Insurance. Easy to Get Final Expense Coverage. Cash when you have a Critical Illness. Secure Your PAYCHECK for LIFE. Protect Your Assets when. You Need Assisted Care. DAVIS SAFE MONEY ADVISORS. Please watch the video below to find out how to secure your Paycheck for Life. CONTACT Roger for additional information or. Roger E Davis 3599 Darbyshire Drive, Hilliard, Ohio 43026. Senior Tax Strategies of Ohio.
davissafemoneyadvisors.com
Medicare Information
http://www.davissafemoneyadvisors.com/CurrentWebsiteFiles/nmedicare.html
Low Cost Term Life Insurance. Easy to Get Final Expense Coverage. Cash when you have a Critical Illness. Secure Your PAYCHECK for LIFE. Protect Your Assets when. You Need Assisted Care. DAVIS SAFE MONEY ADVISORS. Most of us will at one time or another be covered under Medicare. It's important to understand what Medicare does, and does not, provide. We have some informative, short, helpful videos to explain the ins and outs of Medicare. Watch videos by clicking here. Special Needs ( SNP ) plans. Let my ex...
davissafemoneyadvisors.com
Low Cost Life Insurance, Retirement Planning, Long Term Care Insurance, Legal Plans - Davis Safe Money Advisors
http://www.davissafemoneyadvisors.com/CurrentWebsiteFiles/nindex.html
Low Cost Term Life Insurance. Easy to Get Final Expense Coverage. Cash when you have a Critical Illness. Secure Your PAYCHECK for LIFE. Protect Your Assets when. You Need Assisted Care. DAVIS SAFE MONEY ADVISORS. The purpose of our web site to make your life better by providing you with the information you need to make good, informed financial choices. We are pretty down to earth about what we do so feel free to call us at (614) 726-5116, ask for Roger, or leave a mesage or click here to send an email.
davissafemoneyadvisors.com
Educational Videos regarding Personal Financial Matters - Davis Safe Money Advisors
http://www.davissafemoneyadvisors.com/CurrentWebsiteFiles/nvideos.html
Low Cost Term Life Insurance. Easy to Get Final Expense Coverage. Cash when you have a Critical Illness. Secure Your PAYCHECK for LIFE. Protect Your Assets when. You Need Assisted Care. DAVIS SAFE MONEY ADVISORS. Six Steps to Protect Against Investment Scams. How to Retain Your Gains. Introduction and Overview to Medicare. What you need to know about Medicare. Federal Trade Commission weighs in on ID Theft. Federal Trade Commission: Dealing with Debt Collectors. LegalShield Legal Plan Benefits. The inter...