August Financial Planning News Roundup

Welcome to this August edition of the DFG Navigator, our collection of timely materials from the financial press meant to inform, support and inspire you in all areas of financial planning.

Here are the subjects covered in this edition:

Notice to Clients and Friends: We are so grateful for the many referrals you have made to us -- we have helping many of your friends, neighbors, clients and family members. We’re finding many people continue to be worried about securing their futures and are seeking our guidance. We truly appreciate your confidence in us.

Because of the amount of time we spend with each client, we need to limit the number of new clients we will be taking on for the remainder of this calendar year to continue to be able to serve our existing clients. If there is someone you’d like us to work with, please do let me know directly so I can be sure to give top priority to your referrals!

Enjoy the dog days—see you in September!

Allen for the team at the Davis Financial Group

Our Contact Information:

• Allen Davis
  Direct Line (413) 570-8311 email ajdavis@davisfinancialgrp.com
• Lou Davis
  Direct Line (413) 570-8316 email ldavis@davisfinancialgrp.com
• Joanna Ballantine
  Direct Line (413) 570-8313 email jballantine@davisfinancialgrp.com
• Carol Valade
  Direct Line (413) 570-8310 email cvalade@davisfinancialgrp.com
• Ellen Carey
  Direct Line (413) 570-8315 email ecarey@davisfinancialgrp.com