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About Our Firm The Meaning of the Live Oak What is Financial Planning?

Welcome to The Kerrigan Davis Group

We are an independent financial planning firm located in Valdosta, Georgia. You can think of us as your personal financial concierge service. What we do is bear the burden of your financial needs so that you don't have to do it alone. We assess your investments, assets, liabilities, and financial goals and commit to listen to you, face-to-face, express your financial goals and create a personal, tailored financial plan as a roadmap to meet those goals. We aren't just advising you; we're taking on your burden with you.

That is really what makes us at Kerrigan Davis unique. When you hire us, you're hiring a team, each of whom applies their talent and expertise to your financial roadmap. And you're not just getting advice, you're getting our personal concern for the whole picture of your financial life.




Why Our Clients Choose and Stay With Us

We aren't in the business of handing out vague information but in giving custom tailored advice. We live in the information age, overwhelmed with data, and now more than ever trusted advice is what our clients are looking for. Our clients trust our team's skills and expertise, and the clarity we bring to their entire financial life gives them the confidence they need in their financial future.

Trust

Trusted advice from our experienced team committed to helping you meet or exceed your financial goals.

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Confidence

Confidence in a team dedicated to helping you meet your every financial planning need.

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Clarity

Clarity of your financial situation and expert guidance helping you move forward.

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Helpful Content

The Great Debate Continues: Active vs. Passive

The Great Debate Continues: Active vs. Passive

In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”

Death is No Excuse

Death is No Excuse

The federal government requires deceased individuals to file a final income tax return.

What Is a 1035 Exchange?

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

 

Types of Stock Market Analysis

Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.

Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

Why You Need an Estate Strategy

Do you have an estate strategy? You should.

Systematic Withdrawals in Retirement

Taking regular, periodic withdrawals during retirement can be quite problematic.

Important Birthdays Over 50

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

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Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

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Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

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