Today’s Featured Business is Davis Financial,owned by Steve Davis and located in Mansfield,MA. Steve has been in the financial planning business since 1990 when after a career in banking he chose to join his father’s financial planning firm. His father used to say,“he had the ‘wisdom’of experience and (Steve) offered the “continuity”of youth.”
Steve’s website is full of fantastic information including a full Learning Center with articles from current market updates,to retirement planning,tax planning,risk management and the list goes on. If you want a more personal view of financial planning tips,you have to check out his blog! Steve has a way of breaking complex topics down to something you can talk about over coffee. Many of his blogs are featured in the Mansfield Patch in his regular column,Talking With Davis About Money Matters.
Steve shared some of his wisdom during our interview. He talked about the importance of small business owners to set money aside for retirement. We had a great discussion of how this can be put off because other things are more important especially when starting a business. Steve shared some special opportunities smaller business owners can take advantage of to save for the future.
If you want to learn more about Steve’s practice,check out his website or give him a call at 508-337-9400. Don’t forget to check out his regular column in the Mansfield Patch either. His latest article is 21 Years Later in Mansfield.