Davison Wealth Management LLC

Rick Davison CLU, ChFC, RPA
Indianapolis, IN
  • 317-257-7078
  • 317-559-4162

Plan your financial future today

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The way that you invest has changed; that's why we offer a suite of managed portfolios to help you pursue your financial needs as they grow and change. No account minimum. Transparent Pricing 0.75% per year. No hidden fees. Low cost, Exchange Traded Funds (ETF) Portfolio. Intelligent rebalancing and tax loss harvesting. Individual, Joint Accounts,Trust Accounts. Traditional, ROTH and SEP IRA's IRA, 401(k), 403(b) Rollovers. See all of your accounts in one place. Access to a Financial Consultant. Let us assist you to create a budget, develop your financial goals, and invest to reach those objectives.

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Social Security/Medicare Calculations

Optimize Social Security. Calculate the PIA including delay credits, early penalties, and inflation adjustment. Includes retirement, spousal, survivor, and child benefits. Reflects the annual earnings test, family max adjustment, and government pension offsets. Also, find the Medicare Supplement program best suited for you.

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Planning for Life

Welcome to our Web site. I am Rick Davison CLU, ChFC. Principal of Davison Wealth Management LLC. I have over 40 years of experience assisting families, individuals and business owners in fulfilling their financial goals and insurance requirements. I have created this Web site to help you gain a better understanding of the financial concepts of wealth management, incorporating insurance, investing, retirement, estate planning, and wealth preservation.

Most important, to see the value of working with skilled professionals to pursue your financial goals. I hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation.