R G Davison Associates

Our Mission Statement

At Davison Wealth Management LLC, our mission is to empower individuals to achieve their financial goals by providing expert guidance, customized solutions, and exceptional service. We strive to build long-term relationships with our clients, based on trust, transparency, and a deep understanding of their unique financial needs.

Our Associates

Our team consists of experienced professionals who are dedicated to helping individuals and families make informed financial decisions. Led by Rick Davison, a certified life underwriter, chartered financial consultant, and senior certified consultant, our associates are committed to staying up-to-date on the latest industry trends and best practices.

Our Services

We offer a comprehensive range of services designed to address the complex financial needs of our clients. These services include:

• Life Planning: A holistic approach to financial planning, which integrates insurance, investing, retirement, estate planning, and wealth preservation strategies to help individuals achieve their long-term financial goals.

• Investing: A full range of investment products and services, including stocks, bonds, mutual funds, and other investment vehicles.

• Retirement Planning: Customized retirement planning solutions, designed to help individuals meet their short-term and long-term retirement goals.

• Estate Planning: Comprehensive estate planning services, including wills, trusts, and other estate planning tools.

• Medicare and Medicare Supplements: Expert guidance on Medicare and Medicare Supplements, including enrollment and plan selection.

• Long-Term Care Insurance: Access to a range of long-term care insurance products and services, designed to help individuals protect their financial security in the event of a long-term care need.

Our Qualifications

At Davison Wealth Management LLC, we believe that our relationships with our clients are built on trust, expertise, and a deep understanding of their unique financial needs. Our associates are committed to staying up-to-date on the latest industry trends and best practices, ensuring that our clients receive the highest level of service and expertise.

How We Protect Confidentiality

We take the confidentiality of our clients' personal and financial information very seriously. We maintain physical and electronic system safeguards to protect information about our clients, and only grant access to those individuals who need it to perform their job responsibilities. We also enter into confidentiality agreements with all affiliates and service providers, ensuring that they adhere to the same level of confidentiality and data protection.

How We Obtain Information About You

At Davison Wealth Management LLC, we collect, retain, and use information about you to serve your financial needs, administer your account(s), and provide you with information about products and services that may be of interest to you. We obtain information from a variety of sources, including applications, records of transactions with us and our affiliates, and other non-affiliated third parties.

Sharing Information - With Whom and Why

We do not sell your personal information to anyone. We only share your personal information with our affiliates or non-affiliated third parties as necessary to provide our services and products to you. We also share your information with service providers who assist us in processing your transactions or servicing your account(s).