Welcome to Davidov Financial Coaching

Welcome to Davidov Financial Coaching, a comprehensive financial services and wealth management firm committed to helping clients meet their long-term financial goals. We believe we offer an exceptional combination of experience and professional client services through our personal approach and qualified team. We believe that relationships are pivotal in the wealth management process, and that is why at Davidov Financial, our clients always come first.

Estate Planning

We recognize that wealth preservation plays as important a part in a client’s financial plan as wealth accumulation.  The firm is led by experienced estate planning attorneys.  Few firms can match our experience and capabilities in delivering customized estate planning strategies to ensure our client’s wishes for their family and assets are fulfilled.

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Retirement Planning

Whether your target retirement age is years away or right around the corner, you need a plan to keep it that way.  We are here to guide you on the right path to meeting your goals. At Davidov Financial, we carefully consider your current and future cash flows in the context of your objectives, and assist you in making smart decisions.

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Tax Planning

Navigating the ever-changing world of tax strategies and compliance is a critical component of your financial planning needs.  Our team of Financial Advisors and tax attorneys regularly review your personal tax situation and assist you with maximizing tax-deferred savings, reducing current and future tax liabilities, producing tax-efficient income in retirement and minimizing investment-related taxes.

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Investment Management

We believe investing requires a long-term perspective and unemotional discipline to avoid short-term mistakes that can derail even the best-laid plans. At Davidov Financial Coaching, our investment management team continuously works to provide an investment strategy that matches your personal financial plan, income needs, tax planning, and risk sensitivity to reach your long-term objectives.

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A Holistic Approach

A Holistic Approach

When it comes to financial planning, often times people mistakenly believe they need only be concerned with the value of their accounts and how they are invested. While this is an important component of one’s household financial health, we believe there are five key areas that should be coordinated and maintained for proper financial planning. If only one of the five key areas is addressed, people may find themselves exposed to unanticipated and unwanted outcomes in reaching their financial goals. Our firm is dedicated to coordinating the five areas of Investment Planning, Estate and Family Wealth Planning, Tax Planning, Retirement Planning, and Asset and Risk Management to help clients achieve clarity in their financial lives.

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Retirement and Estate Planning

Retirement and Estate Planning

A sound financial strategy doesn't stop once you retire. In fact, during retirement, it's more important than ever to work with a financial professional to ensure that your investments can sustain the life of your retirement and beyond. We'll work with you and your family to develop a strategy that meets all your needs.

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<p>Why Medicare Should Be Part of Your Retirement Strategy</p>

Why Medicare Should Be Part of Your Retirement Strategy

How Medicare can address health care needs in your retirement strategy.
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<p>Systematic Withdrawals in Retirement</p>

Systematic Withdrawals in Retirement

Taking regular, periodic withdrawals during retirement can be quite problematic.
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<p>9 Facts About Retirement</p>

9 Facts About Retirement

Regardless of how you approach retirement, there are some things about it that might surprise you.
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Download The SECURE Act: What Does it Mean for You? Ebook!

The SECURE Act changed how investment vehicles are handled. We’re here to help with our latest ebook. Learn the ins and outs of the SECURE Act so you can explore what this means for your estate strategy.