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.
Trusted advice from our experienced team committed to helping you meet or exceed your financial goals.
All Muni Bonds Are Not Created Equal
Gaining a better understanding of municipal bonds makes more sense than ever.
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
The federal government requires deceased individuals to file a final income tax return.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate your monthly and annual income from various IRA types.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
When should you take your Social Security benefit?
What is your plan for health care during retirement?
Pundits say a lot of things about the markets. Let's see if you can keep up.
A special needs trust helps care for a special needs child when you’re gone.
Here is a quick history of the Federal Reserve and an overview of what it does.
Are you ready for retirement? Here are five words you should consider.