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SERVICES
 
INSURANCE

Asset Protection

Personal Protection

Commercial Protection

FINANCIAL SERVICES

Retirement

IRA's/Rollovers

Education

Annuity

Financial Review

TAX PREPARATION

CONSULTING


INSURANCE

Asset Protection:

Auto, Property, Boat, Recreational Vehicle (RV), Historical Vehicles, Motorcycle, Flood & Earthquake, Motor Club, Personal Umbrella Policies (PUP) - Personal Liability Insurance, Specialty Lines (ATV's, snowmobiles, jetskis, etc.) and more.
Auto-Davie Financial Services evaluates your personal auto insurance needs and couples those needs with the features, discounts, coverage options and/or limits, and deductible options that are best suited for you. There are a number of features, discounts & coverage options available in the market today. Your Davie Financial Services representative will help you maximize your savings, while taking full advantage of all available features & benefits. We will help maximize your Value, while minimizing your expense.

Property -

  • Homeowners
  • Condo Owners
  • Renters
  • Landlord
  • Fire
  • Investment Property
  • Mobile Home
  • Manufactured Home

At Davie Financial Services, Inc. we offer a full line of property coverage. From Renters to Owners to Investors, we may have a product for you. With a number of distinctly unique property types (i.e. Single Family Homes, Non-owner occupied, Condominiums, Fee Simple Homes, Double Occupancy, and many more), we can assist you in properly insuring/protecting these valuable assets. Our slogan is "Protecting Assets and Creating Wealth."

Boat - A full line of marine insurance may be available for protecting those water toys. Jetskis, pontoons, cabin cruisers, sail boats, and ski boats just to name a few. We have a full-line of products available to insure the boat, the engine, and the trailer as needed. From Agreed Value programs to Actual Cash Value (ACV) programs, we may have a product for you. Protecting those toys are essential to assist in the time of theft, or physical damage caused by collisions, vandalism, and much more. In addition to protecting these watercrafts, it is essential to be protected against liability while operating the watercraft. Just like auto insurance, the risk of liability is always present. From striking a swimmer, to a collision with another vessel or dock, we must manage this risk by carrying a level of protection that is suitable to protect your financial wellbeing. Our team of professionals can help you manage this risk and prepare a protection program that is suitable for your need.

Recreational Vehicles - From motor homes to ATV's, we may have a product for you. Pull behind campers/trailers, driven motor homes, off-road vehicles (such as ATV's) may all be protected. At Davie Financial Services we can offer protection solutions for these recreational type assets.

Historical Vehicles - Historical Vehicles are generally not adequately insured by a standard auto insurance policy. With most standard auto policies being insured with a depreciating component, this is not generally suitable for Historical Vehicles, as these vehicles may be increasing in value (appreciating rather than depreciating). At Davie Financial Services we offer an agreed value product that is specifically designed for these Historical Vehicles. By choosing the "agreed value," you may be able to choose a coverage that is appropriate for your vehicle, based on its quality &/or rarity.

Motorcycle - Street bikes from performance cycles to cruisers, we may have a value added solution for you. It is essential to make sure that all appropriate coverage's are provided for these high risk vehicles. Liability is required on these vehicles, but it is equally important to protect your investment by having suitable coverage on Optional Equipment. Optional equipment coverage protects those items added to the vehicle after its original manufacturing (i.e. after market pipes, chrome, saddle bags, etc.). These after market items are generally not protected by a standard policy, and modifications/"riders" are generally necessary to adequately protect these added items.

Off-road motorcycle insurance policies are also available. Many times a misconception that these off-road bikes are covered by your homeowners insurance, this is generally NOT the case. Since this off-road motorcycle has an engine and does not EXCLUSIVELY maintain your property, it is generally not covered. These items should be protected against theft, liability while being driven, and so much more.

Flood & Earthquake - Flood & Earthquake coverage continue to be a topic of debate. Is it needed? Is it not? Many banks require Flood Insurance if you are located in a Flood Plain; however, it is also available at a preferred rate even if you are not. Davie Financial Services offers FEMA based flood insurance and earthquake coverage for those that may require or desire these products.

Motor Club - Vehicle disablements, lock your keys in the car, run out of gas, flat tire with no spare or unable to remove the tire; with these types of incidents occurring every day, these plans may be right for you. These motor club programs are designed to cover a individual person rather than a specific vehicle; therefore, these plans follow you and not your car. Many other features are available with these programs, contact a Davie Financial Services representative to review various plan options and additional features and benefits.

Personal Liability Insurance - The Personal Umbrella Policy (PUP) offers excess liability that is often times needed for high income or net worth clients. This personal liability insurance coverage generally starts at $1,000,000 and up. This coverage is called "umbrella coverage" as it covers overtop your existing auto, homes, boats, etc. liability protection. For those individuals whom are susceptible to high levels of liability exposure, these policies assist in providing a high level of liability protection needs.

Specialty Lines - Utility & Sport ATV's, Miscellaneous Off-Road Vehicles, Snowmobiles, Jetskis and jet boats, and much more.

Personal Protection:

Life, Health, Disability, Dental, Optical, Supplemental Benefits, Long Term Care Insurance (LTC), and more.

Life-Term Options: Many types of life insurance policies are available in today's market place. Term Insurance Options include, for example; Level Term Insurance (options generally include 1, 5, 10, 15, 20, and 30 year terms) which offer a level death benefit for a specified period of time, Return of Premium (ROP) Term Insurance which offers return of premium option if you satisfy the terms and conditions of the plan, Decreasing Term Insurance which offer a decreasing death benefit (often times used for Mortgage Protection or other Credit Protection planning).

Permanent Options: These plans generally offer cash value features that are not inclusive of a term insurance program. Permanent options include Universal Life and Whole Life Insurance.

Health - A wide variety of health insurance carriers are available to meet the needs of Ohio residents. Major Medical coverage continues to be a costly but necessary expense for individuals and businesses. At Davie Financial Services, we can compare available packages/plans and prepare a cost savings strategy to fulfill your major medical needs. Individual and group plans are available. Disability-Disability may result in a loss of income on a short or long term basis. From short term pregnancies to long term debilitative injuries, there may be a plan for you. This valuable protection helps protect you by providing income during your time of need. Each plan must be individually designed/customized to fit the State based qualifications, and are prepared based on your current income level and available plan options. You may select disability income options, up to the maximum percentage of your income allowable. Several short-term and long-term disability options are available.

Dental/Optical - Both discount plans & dental/optical insurance plans are available. Based on your need, a discount plan may be adequate to maintain a contracted savings on these services, or an insurance program may be the best option for you and your family.

Supplemental Benefits - Accident, Hospitalization, Cancer, Heart/Stroke, Life & SHOP plans are available. Individual and group programs are available.

Long Term Care (LTC) - LTC plans are helpful programs to protect assets from the high costs of Long Term Care expenses. With health care costs on a continuous rise, and the extremely high cost of Nursing Home, Assisted Living, and Home Based care, this type of protection may help cover these expenses; while allowing you to retain your assets and/or transition your wealth to future generations. Many features and benefits are available with these types of programs, and it is essential to prepare a quality plan that is designed to fit your individual needs. Options of Nursing Home only, Nursing & Assisted Living only, and Nursing, Assisted Living, & Home Based care are all available. Determining an appropriate allowance/coverage per day is one of the most important components of plan preparation, in our opinion. Single pay, 10-pay, and monthly pay options, as well as qualified and non-qualified plans are available.

Commercial Protection:
Commercial Auto, Business Insurance, Condominium Complex coverage, General Liability, Surety Bonds, Group Benefits & Retirement Plans, Life Insurance - Buy/Sell, Key Person & Split Dollar. Risk management evaluations and protection package preparation.

Insurance Claims:
Your Davie Financial Representatives will also assist you in your time of need during a claims process. All representatives are fully licensed and capable of reviewing your claim coverage's, while managing the progress of the claim to insure a smooth and positive experience. When involved in a claim, it is often times an emotional experience. Our representatives will be there to assist you throughout the process.

Insurance Review:
Ask us about a complimentary insurance review!


FINANCIAL SERVICES

Retirement:
Concerned about saving for retirement?
Thinking about retiring soon?
Worried about saving enough for retirement?

IRA's / Rollovers:
Ask how we can help with your Rollover!
Thinking about an IRA?

Education:
Are you saving enough for your child's college education?

Fixed Annuity:
Ask us how an annuity can help to provide for a secure retirement!

Ask how we can help! (Call, Email, or complete our Online Information Request Form.)

Financial Review:
Ask us about a complete financial review!


TAX PREPARATION

Individual Tax Preparation - At Davie Financial Services, Inc. we offer a experienced team of tax preparation specialists that can review prior tax documents for accuracy, prepare/complete all current Federal, State, Local & School District tax documents, as well as review & train individuals on document handling, record keeping, and much more. Contact a Davie Financial Services tax professional today!

Small Business Tax Preparation - At Davie Financial Services, Inc. we also offer tax preparation for your small business. Providing sound tax advice and prepare all necessary Federal, State & Local tax forms. Additionally, we offer training on small business document handling and record keeping, and much more. We pride ourselves by working with Sole Proprietors, Limited Liability Company's (LLC's), Limited Partnerships, and S-Corporations. Contact a Davie Financial Services tax professional today!

Tax Resources:
IRS (Internal Revenue Service)
Ohio Revised Code


CONSULTING

At Davie Financial Services, Inc. we offer a wide variety of consultative services. With a multitude of available expertise, Davie Financial Services, Inc., consulting services include, but are not limited to, the following:

  • Request for Proposal (RFP) Preparation
  • Operational Management
  • Marketing / Advertising
  • Feasibility Studies
  • Startups / Mergers / Acquisitions
  • Strategic Planning / Growth
  • Personal Development Programs:
    • Personal & Business Coaching, Couples/Partnership Relationships, spirituality, and more.
  • Human Resource Management:
    • Policies & Procedural Development, and Compliance.
    • Staff Development Programs including, but not limited to, Job Compatibility Studies, Personality Type, Leadership, Team Building, Work Relationships, Career & Job Choice/Reconsideration of Choices, Train the Trainer, Sales Training, Management Training, and much more.
  • Organizational Structure Evaluation: Sole Proprietor, Limited Partnership, LLC, Corporation.
  • Small Business Development
  • Recruitment and Staff Restructuring Programs

Industry experience that includes, but is not limited to, Healthcare, Insurance, Industrial, Education (Colleges & Universities: College Faculties & Student Affairs Divisions), Architecture, Day Care, Publication, Church/Religion, Sales, Real Estate, and Miscellaneous Professional Associations.

Our staff of professionals consists of Nurses, MBA's & Doctorates, Accounting & Legal Professional's, Licensed Insurance, and more. Years of experience and a wealth of knowledge are at your service. We work with individuals, small groups, and companies & organizations of all sizes.

For more information, please contact us to design a program that fulfills your specific need. We look forward to working with you and your organization. (Online Information Request Form)

 

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5310 East Main Street, Suite 204, Columbus, OH 43213   •   Phone: (614) 367-0291   •   Fax: (614) 367-0296   •   E-mail: info@daviefinancial.com