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You MUST read this book

if you are seeking the services of a financial professional, or if you are unsure about your current financial advisor.

  • Could you possibly outlive your income?
  • Will your spouse be able to handle the finances if something happens to you?
  • Could a long-term illness devastate your financial "plan"?
  • Are you using every tax benefit the IRS allows to save income and estate taxes?
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About Robin Davis

Robin Davis is a CERTIFIED FINANCIAL PLANNER™ professional leveraging 25 years of experience in the financial planning field. She is the owner and CEO of Davis Wealth Management Group in Stuart, FL.  Robin Davis is a member of the Financial Planning Association®, and is a representative of Summit Brokerage Services.

Davis has held hundreds of public seminars around the country. She shares her professional financial advice on various topics such as estate planning, retirement planning, tax planning, and investments.

Davis believes that a well-managed financial plan is the first step toward financial independence. She says "it is never too early to start retirement planning", and that it is "vital for everyone to set personal financial goals".

Robin Davis is the author of "Who's Sitting on Your Nest Egg? Why You Need a Financial Advisor and Ten Easy Tests for Finding the Best One". Recently endorsed by the Financial Planning Association®, "Who's Sitting on Your Nest Egg?" won the 2007 Best Books award in the category of Business: Personal Finance. Unlike other personal finance books that promote do-it-yourself financial planning, Davis reveals the importance of working with a competent and ethical financial advisor. She also offers readers 10 easy tests for finding a financial planner that can help them pave the way toward financial independence.

Davis has been a guest on numerous television programs in Southern Florida, and has been interviewed on many top radio shows, including Oprah & Friends.

Contact Robin

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