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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HOT TOPIC: Tax Season News and Survival Tips
Taxpayers may want to be aware of important updates as they prepare to file their 2023 federal returns. This article includes information, filing tips, and last-minute opportunities for tax savings.
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Bond Yields Are Up, but What Are the Risks?
After years of low yields, bonds are offering higher yields that may be appealing to investors regardless of their risk tolerance. This article provides an overview of bond risks.
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HOT TOPIC: Soft Landing or Delayed Recession?
This article looks at the current state of U.S. economic activity and the prospects for continued growth as higher interest rates work their way through the economy.
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You’ve Received an Inheritance, Now What?
Receiving an inheritance might promote spending without planning, but it’s not wise to make hasty decisions. This article provides suggestions that could help manage an inheritance.
Calculators
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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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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
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Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.