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.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
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.
The tax rules that govern donating art are complex and confusing. Take a closer look.
It may help your business be better prepared in the event of the death of a principal or key employee.
This worksheet can help you estimate the costs of a four-year college program.
There are four very good reasons to start investing. Do you know what they are?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how much you have the potential to earn during your working years.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
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.
The importance of life insurance, how it works, and how much coverage you need.
Here is a quick history of the Federal Reserve and an overview of what it does.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Understanding the cycle of investing may help you avoid easy pitfalls.
When do you need a will? The answer is easy: Right Now.
Taking your Social Security benefits at the right time may help maximize your benefit.
How do the markets usually react to elections? Was the 2016 election any different?