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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Tax-Loss Harvesting Offers Chance at Silver Lining
Stock market downturns can be rough on a portfolio’s bottom line, but selling losing investments may offer the potential to reduce an investor’s tax liability.
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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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HOT TOPIC: Rising Oil Prices Could Pose the Latest Threat to the Economy
This article discusses the market dynamics that are impacting oil prices and adding to concerns about broader inflation and economic growth.
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Fixed Annuities: Retirement Income for Now or Later
Purchasing a fixed annuity shifts the risk for future investment returns to the insurance company and could help create a pension-like income stream for retirement.
Calculators
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?
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Lease Payment
How much would your monthly lease payment be?
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Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
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Credit Card Debt
How Long Will It Take to Pay my Balance?