Welcome to Davis Reseland LLC
At Davis Reseland LLC, we provide trusted wealth management services to individuals, multi-generational families, business owners, and retirement plans in and around Nashville, TN. Experienced and dedicated financial planning professionals, our goal is to help every one of our clients grow and retain their wealth.
We take great pride in the fact that 99% of our business comes from referrals by our clients—people like you who rely on our team to serve as you. By taking on the burden of day-to-day management of your assets and investments, we give you more time to focus on the things that matter most to you—your family, your career, and your business—and help you achieve greater peace of mind about your future.
We invite you to contact us today at 615-309-8335 to learn about our comprehensive wealth management, investment management, and retirement plan consulting services, and how we can help you achieve your financial goals.
Newsletters
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Coming in 2024: New 529 Plan-to-Roth IRA Rollover Option
The SECURE 2.0 Act includes two new provisions related to college savings and funding. Learn more in this article.
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It’s Your Money: Why Not Get Your Withholding Right?
Did you owe money at tax time or receive a large refund? This article discusses the types of situations in which taxpayers should consider adjusting their withholding.
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Medical Debt and Your Credit Report
This article looks at changes in the way medical debt is handled on credit reports and offers tips to avoid having unpaid medical bills impact credit.
Calculators
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
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Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.