I’m David Davis, CRC®, AIF®, a Jackson-area financial advisor affiliated with Full Circle Financial Planning, a Lansing-based firm. I help individuals, families, and business owners across Michigan organize financial decisions and understand how the different parts of their financial lives fit together.
Retirement planning
Review retirement goals, workplace plans, pensions, Social Security considerations, savings priorities, and income decisions as retirement approaches.
Workplace benefits and job changes
Evaluate retirement-plan options, employer benefits, beneficiary choices, and the factors involved when considering what to do with an account from a former employer.
Balancing debt and investing
Consider cash reserves, interest rates, employer contributions, near-term expenses, and long-term goals when deciding how to divide available resources.
Planning for business owners
Coordinate household priorities with business cash flow, retirement benefits, insurance considerations, tax planning, and continuity or succession discussions.
A personal planning process
I begin by learning what matters to you. From there, we can identify the questions that deserve attention, examine the available choices, and organize practical next steps. When specialized tax or legal advice is needed, I can work alongside your other professionals.
