See it Online Subscribe Unsubscribe
Davis Financial Planning
In This Issue
Financial Focus
Member of:
 
 
 
 
 
 
Stay Connected:
 

 
Dear friends and colleagues,
 
What a wonderful Fall we are enjoying in Asheville!  This is my favorite time of the year as the air becomes crisp and clear and the changing leaves put on an incredible show.
 
As the scenery around us changes, I am excited to announce two changes within our Davis Financial Planning team.  Anne McFarland has been promoted to the position of Financial Planner after earning her CERTIFIED FINANCIAL PLANNER™ credential.  She will begin leading client meetings while continuing to support me with select client relationships.  Rick Brown has joined our team to support Anne and me as a Financial Planning Associate.  Rick is a 1995 graduate of Pepperdine University and is a former high school Math teacher and tennis coach.  He will be working toward becoming an Enrolled Agent and a CERTIFIED FINANCIAL PLANNER™.  Rick can be reached at rick@adavisfinancial.com.  We are thrilled to welcome Rick to our team!
 
Anne and I will travel to Seattle during the first week of November for an Alliance of Comprehensive Planners (ACP) national conference.  I am proud to serve as the current President of ACP. We look forward to networking and learning from this group of comprehensive fee-only financial planners.
 
The goal of our e-newsletter is to provide you with information that will benefit you and your family in making educated financial choices. Read our latest Financial Focus to learn how HIPAA may affect you and your college student, the danger of market timing, combining target date funds with other funds (or not), and teaching your children and grandchildren to save regularly. If you would prefer to not receive the e-newsletter, please feel free to click on the unsubscribe link below.
 
 
Best regards,
 

 
 
 
 
Al Davis , CFP®
 
Financial Focus
 
Check out the latest issue of Financial Focus, a publication of the Alliance of Comprehensive Planners (ACP), a community of fee-only financial planners who believe clients are more than numbers. Davis Financial Planning is a proud member of ACP.
 

 
Highlights of this issue include:
 
 
Good Luck and Goodbye, but Don;t Forget the Important Things
 
Why Timing is NOT Everything
 
Combining Target Date Funds with Other Funds
 
Rich Kids, Poor Kids Part 3
 
 
 
 
Read the current issue of Financial Focus.
 
 
Al S. Davis, CFP®, has over 10 years of experience in the financial services industry and is the owner of Davis Financial Planning. Al is a fee-only financial advisor providing comprehensive holistic tax and financial planning services to clients in several states including North Carolina, Tennessee, South Carolina and California. Regardless of how much money you have, you have financial concerns - we can help.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
(828) 398-5050 | One Oak Plaza Suite 105, Asheville, NC 28801
Davis Financial Planning  •  One Oak Plaza, Suite 105  •  Asheville, NC 28801
http://www.adavisfinancial.com
Subscribe    Unsubscribe    Preferences    Send to a Friend    Report Spam
Powered by MyNewsletterBuilder
Share on Facebook Bookmark and Share