John Davis (CFP®)

John Davis focuses in the
following client markets or areas of practice:

  • Business Owners
  • Corporate Executives
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

Investment management

Income tax planning

Estate planning

Retirement planning

Risk management

Additional Information

As a Fee-Only firm, we have eliminated the conflicts of interest inherent with commission sales of financial products, and we entuhsiasticlly accept our role as a fiduciary. We have no revenue source other than the fees paid by clients for financial planning and investment advisory services. We are proud of our experience and our expertise.

You can expect an enduring relationship with our firm. Because attaining your financial goals is a long-term proposition, we will work with you, over time, to help you gain control of the decision-making process. This is what financial planning means - having access to information that will enable you to take control of your financial life and enjoy peace of mind. Our mission is to place before you all of your alternatives and help you to choose your best courses of action.

NAPFA Start Date

August 21, 2003

This Office

823 W. Superior St. Unit C Chicago, IL 60642 Phone: +1 (312) 526-3838 Fax: (630) 530-1442