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.

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.

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.

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.