McDavid & Company Wealth Management Services

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

Phone:

352-373-7505

Calculators

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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

Voluntourism: A Vacation That Makes a Difference

Describes benefits of volunteer travel for personal growth and giving back.

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Beneficiary Designations: Who Gets the Money?

It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

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Cash Balance Plans Help Some Business Owners Supersize Retirement Savings

These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.

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Life Insurance Might Help During Turbulent Economic Times

Suggests considering life insurance for stability during uncertain markets.

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Calculators

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Lease Payment

How much would your monthly lease payment be?

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

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