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9955 Karlov Ave Skokie, IL 60076

Phone:

  • Office: 773-669-8775
  • cell 630-723-1161

E-mail:

  • james.davis@davisfinstrat.com

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Please feel free to contact us with any questions.

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Do You Know Who Your Beneficiaries Are?

Valuable assets will convey directly to beneficiaries, regardless of instructions in a will.

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Newsletters

  • Could an HSA Strengthen Your Retirement Strategy?

    After age 65, retirees can use HSA funds for any purpose without incurring a penalty.

  • Variable Annuities: Strategies to Help Counter Retirement Risks

    Unlike retirement accounts, there are no federal contribution limits for variable annuities, and the investment gains won’t be taxed until they are withdrawn.

  • A Roadmap for Your Family

    A letter of instruction could be just as important as a will in helping loved ones settle an estate and move forward with their lives.

  • Is It Time to Declare Your Financial Independence?

    Here are some ideas to help pursue a life of financial freedom.

More Newsletters »

Securities and Advisory Services offered through Commonwealth Financial Network ®, Member FINRA/SIPC, a Registered Investment Advisor. Fixed Insurance products and services are separate from and not offered through Commonwealth.

Financial Advisors associated with this website may discuss and/or transact business only with residents of states in which they are properly registered or licensed. No Offers may be made or accepted from any resident of any other state. Please check BrokerCheck for a list of current registrations.

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