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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Setting a Retirement Savings Goal
Only 51% of workers or their spouses have tried to estimate the savings they would need to live comfortably in retirement. This article offers a simple worksheet to help calculate a savings target.
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What’s Required of the Executor of an Estate?
Being named as the executor of an estate is generally an honor but settling an estate can be a difficult and time-consuming job. This article provides an overview of typical executor responsibilities.
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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.
Calculators
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Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?