Services

"The best bargains will be in stocks that are completely neglected, that other investors are not even studying."

"Search among many markets for the companies selling for the smallest fraction of their true worth."

-John Templeton, "Money Masters of Our Time"

Your Subtitle text

Research | Education |Insurance

Services

Education

Personal Financial Counseling

Plotting a course for the future demands a look at the
present reality of your financial house.

Tools You Walk Away With

1.    Personal Goals Sheet
The definition of the dream…your vision...in your own words.

2.    Personal Balance Sheet (BS)
The BS will give you a measure of your current Net Worth by comparing your assets against your liabilities.

3.    Personal Income Statement   (IS)
The IS will give you clarity concerning your monthly income and expenses.

4.    Credit Card Payoff Plan    (CCPP)
The CCPP will detail credit card balances, interest rates, due dates and priority of payments.

5.    Insurance Assessment Worksheet

6.    Investment Risk Assessment*
The Risk Assessment is the first step towards determining the type of investor your are when it comes to your finances (Conservative – Aggressive)

7.    Financial Fitness Summary
Financial highlights, recommendations and your overall fitness grade. (A+ to F-)

_____________________________________________

401K/403B Fund Selection

Scenario:

You just started a new job or you just received news from Human Resources that it's time to choose the funds that will hopefully do the best job of managing your assets for retirement. And by the way, you have to choose them in the next 5 days.

Problem:
You may not have the time or the inclination to choose the funds that are best for you in relation to your entire financial situation.

Quick Solution:
Complete the following
1. Risk Assessment Worksheet
2. Choose your funds knowing your investment risk tolerance

Complete Solution:
Complete the following
1. Personal Goals Worksheet
2. Personal Balance Sheet
3. Personal Income Statement
4. Credit Card Payoff Plan
5. Insurance Assessment
6. Risk Assessment Worksheet
7. Choose funds knowing you're in control of your financial future

info@gdaviscapital.com to schedule a free initial consultation

_____________________________________________

Writing Services & Pricing

Service

Price

Additional Information

Freelance Articles

Less than 500 words

$75.00

I would need the subject matter and the goal of the article from the client

Freelance Articles

Greater than 500 words

$80.00+

Articles over 500 words will be priced based upon the total number of word requested

Research Reports

Including charts and analysis

$200.00+

Articles over 500 words will be priced based upon the total number of word requested

Payment Preference

Once we have agreed upon the project and price, please use my PayPal account to send the funds. Your satisfaction is guaranteed because you will be sent a read-only draft of your product, and you will have ample opportunity to make any revisions at that time. Once the final product is sent & confirmed received, returns will not be accepted.

Send money (Visa, MasterCard, Amex, Discover or bank debit card) via PayPal by using my email address: info@gdaviscapital.com

If you do not have a PayPal account, contact me to make alternate arrangements.

Interactive Workshops
Investment/Financial Literacy Sessions

Pre-Marital Financial Workout

*Do you know who is the spender and the saver in the relationship?
*Who's more comfortable paying the bills on time?
*How was money discussed or not discussed while growing up?

Great for couples prior to getting married. Couples meet to answer 20 questions and read short stories about money.

Pre-Baby Financial Workout

*Just how much money should we be prepared to spend?
*Which are the best places to shop for food, clothing, accessories?
*What's the best way to plan for your child's future education?

Great for couples or single parents getting ready to manage a household and a new baby.

Pre-Graduation Financial Workout

*What you should know before spending your first check!
*Should consider buying a home or a car?
*How should I save for a new business or retirement?

Great for individuals or groups moving in between high school and college or college and the workforce.

info@gdaviscapital.com to schedule an event

__________________________

Insurance

We offer insurance protection covering individuals, businesses and their employees from Assurant Health, MetLife, The Hartford and Aflac.

Assurant Health (Select an Assurant link below to apply)

MetLife

Life Insurance
Disability Insurance
Annuities

The Hartford

Life Insurance
Key Man Insurance
Annuities

info@gdaviscapital.com for Quotes