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.
A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies.
Immediate vs. Deferred Annuities
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Six overlooked tax deductions to help manage your tax bill.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
This worksheet can help you estimate the costs of a four-year college program.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Use this calculator to better see the potential impact of compound interest on an asset.
Assess how many days you'll work to pay your federal tax liability.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to estimate your capital gains tax.
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.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
When do you need a will? The answer is easy: Right Now.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
It's easy to let investments accumulate like old receipts in a junk drawer.
Why are 401(k) plans, annuities, and IRAs so popular?
Are Real Estate Investment Trusts right for your portfolio?
Here are five facts about Social Security that might surprise you.