McDavid & Company Wealth Management Services

2531 NW 41st Street, Suite E
Gainesville, FL 32606

Phone:

352-373-7505

Calculators

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Contact Us

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Videos

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Welcome

Helping You Plan Your Financial Future

Welcome to our website, where you'll find a wealth of information in the form of articles, newsletters, videos, calculators, and research reports.

We hope to provide our clients with information that they can use in order to make wise financial decisions. McDavid & Company Wealth Management Services created this website to help you gain a better understanding of the financial concepts behind investing, retirement, estate planning, insurance and wealth preservation. Our focus is on earning our clients' trust and helping them achieve their financial goals.

Newsletters

What Happens to Your Time Horizon at Retirement?

Explores how investment strategy changes once retirement begins.

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Strategies for Smarter Giving

In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.

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Navigating Financial Conversations with Aging Parents

Encourages proactive dialogue to ensure financial well-being of aging parents.

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Could Employee Ownership Be Part of Your Succession Plan?

Explains benefits of employee-stock ownership plans for succession planning.

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Calculators

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

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