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OUR CLIENT SERVICES

Tax Smart Investing
Retirement Planning
Estate Planning
Life Insurance

TAX SMART INVESTING

You’re working hard to create a bright future for you and your family, but are you getting the most from your efforts? We strive to help your money work harder for you by considering investment strategies to help minimize your tax burden. We want you to keep more of your money. Because it’s what you have at the end of the day, not what you make, that defines your wealth. We help ensure your investments are appropriately allocated, consider future expenses and how they’ll be covered, plus the tax implications of your investment and distribution decisions, including dividends and capital gains/losses.

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RETIREMENT PLANNING

What retirement goals do you have for your family? How much income do you need to support your lifestyle during retirement? We can help you visualize what retirement looks like based on your current financial situation, strategize ways to help fill any gaps, and add in additional safeguards to protect your wealth and your family’s financial future. With the right guidance and careful planning, we help you maximize the potential for your retirement plan.

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ESTATE PLANNING

Most people know they need a Will and to make a plan for their estate, but it’s an easy task to put off. The reality is, you can either (1) make a plan for your assets yourself or (2) let Oklahoma’s intestacy laws decide who gets what and how much after your death.

Planning for what happens after death or incapacity doesn’t have to be uncomfortable. Let’s make sure you have the necessary documents in place to transfer your assets to the next generation according to your desires. For most clients, we can finalize your estate planning documents within two weeks.

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LIFE INSURANCE

What would life be like for your household if you passed away suddenly? What about your spouse? For clients with young families, this imaginative exercise can be crucial. No matter if one spouse is the breadwinner of the family and the other spouse cares for the children and home, each spouse offers a valuable, essential service to the household’s success and care should be taken to prepare for the unexpected. We make sure our clients consider whether or not a term life insurance policy would be beneficial for their family’s circumstances.

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FREQUENTLY ASKED
Questions

I know I need to start saving for my retirement. Where do I start?
So many people have this question. Let’s look at your specific financial circumstances, let’s discuss what an ideal retirement lifestyle is for you, let’s examine what might change in retirement such as Social Security income, taxes, and rising health insurance costs. Let’s make a plan to address these issues together.
I want to retire in 5 years, but can I? What will that look like?
Let’s get started. We need to figure out what your income is, what your expenses are, how much cushion you need in savings, and determine how much you can put aside every month for retirement. Let’s discuss when you want to retire. Let’s discuss what lifestyle you imagine for yourself in your retirement. Now, let’s review what type of investment or blend of investments is appropriate for you.
There are so many ways to invest. How do I select an appropriate investment?
We will find an investment or blend of investments that is appropriate for your financial goals. Let’s discuss how you feel about risks and returns.
How can my retirement be protected if the market goes down? What will happen to my investments if the market goes down?
If the state of the market is keeping you up at night, let’s talk about products to relieve that stress and set a bottomline for your investments.

619 Delaware
P.O. Box 782
Perry, OK 73077

(580) 307-5452 Office
(580) 336-8669 Haleigh Cell

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Avantax affiliated financial professionals may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

Services offered through Avantax Investment Services℠, Member FINRA/SIPC. Investment advisory services offered through Avantax Advisory Services℠. Insurance services offered through an Avantax affiliated insurance agency.

The Avantax Investment Services℠ Registered Representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth Management does not provide tax or legal advise, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business.

This information is not intended as specific tax or legal advice. Please consult our firm and your tax professional and/or legal professional for specific information regarding your individual situation.

Content, links, and some material within this website may have been created by a third party for use by an Avantax affiliated representative. This content is for educational and informational purposes only and does not represent the views and opinions of Avantax Wealth Management or its subsidiaries. Avantax Wealth Management is not responsible for and does not control, adopt, or endorse any content contained on any third-party website.

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jenne Pool

Assistant

Jenne Pool grew up in Mulhall, Oklahoma, and resides there with her husband, Bryan, and their three children. Jenne and Bryan are passionate about personal finance and taught Dave Ramsey’s Financial Peace University. When she is not helping us at the office, Jenne stays busy with her  children’s sporting events and livestock showing activities.

Haleigh A. Collins

Attorney / Investment Rep

Haleigh joined her father, Gerald W. Davidson, at his financial services firm in 2019. She is also licensed to practice law in Oklahoma and assists her legal clients in preparing estate planning documents such as Wills and Trusts, as well as handling various other legal matters. 

Haleigh assists her financial clients in getting started on their  investing goals and developing financial habits to accumulate wealth over their lifetimes. Haleigh’s goal is to unwind seemingly-complicated topics like investing and estate planning, to help her clients feel comfortable, knowledgeable, and confident in their financial decisions. 

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Gerald W. Davidson

Founder & Owner / Investment Rep

Gerald has over 35 years of experience in the financial services industry. As a Certified Public Accountant, he founded his public accounting firm in Perry, Oklahoma in 1985 and diligently served his clients for over 30 years. In addition to accounting services, Gerald began offering investment services to his clients in 1995. 

Today, Gerald focuses on his investment clients and helps them make solid decisions for their financial futures. He provides trusted advice based on his long-term relationships with his clients, cost-sensitivity, insight into current financial markets, economics, and wide range of financial product knowledge.

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