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I do the math so you don't have to

Financial planning, insurance, and investments serving Los Angeles, Palm Springs, San Francisco, and internationally

Matthew Davis Financial Planner Palm Springs

I am a CERTIFIED FINANCIAL PLANNER™ practitioner and Accredited Portfolio Management Advisor℠. I help advise and execute on issues pertaining to the needs of business owners, families, and individuals.

Having 18 years of financial experience, I've seen almost every financial situation and have worked to develop strategies to improve the lives of my clients.

I look forward to helping you achieve your financial goals!

Matthew D. Davis, CFP®, APMA®

Financial Advisor, Owner

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Financial planning in Palm Springs, financial advisor

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SERVICES

RETIREMENT PLANNING

Planning your income during retirement can be daunting. I'm here to help you understand cash flow and provide guidance for potentially increasing your net income. Retirement planning also includes estate planning and preparing for the unexpected.

TAX & ESTATE PLANNING

Most people unwittingly leave more money to the IRS than necessary. We can discuss strategies that include tax mitigation strategies, charitable giving, and beneficiary planning. I will also connect you with the right attorney to draft your estate documents.

SMALL BUSINESS

I know what it's like to run a small business. I will guide you on optimizing cash flow, protecting yourself from liability, and saving for retirement. With this kind of help, you can keep focused on doing what you love.

NET WORTH & CASH FLOW

Buying or selling a house? Want to know how this may impact you financially? I can show you and provide strategies for making the transaction as smooth as possible. Effective cash flow management will allow you the freedom to do more of what you want and save on the rest. Let me review it with you!

INSURANCE STRATEGIES

Understanding insurance can be a daunting exercise. I am licensed to advise on life, disability, long-term care, and health insurance through the Covered California Exchange. I'll help determine your need and work with you to explore options.

INVESTMENTS

I partner with Betterment to implement the investment strategy that works for you. Recommendations are based on your risk tolerance and time horizon. I use low-cost, index funds and manage risk through asset allocation. Semi-annual progress reviews and more. Read more.

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