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Fall River in Maine

The R.M. Davis Experience

The best way to learn what R.M. Davis can do for you is to read what we’ve done for other clients.
The composite stories below incorporate some of the complex challenges and opportunities we have helped actual clients resolve.
We invite you to contact us to discuss how we might apply similar strategies to managing your wealth.

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"When Can I Retire?"

After years of caring for her elderly mom, a daughter’s financial picture changes upon the parent’s passing. But how does she know when it’s okay to retire? Read how our financial planning process helps answer the question.

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Maximizing the Benefits You Already Have

Keeping track of old insurance policies can be daunting, and their benefits are not top-of-mind when incidents occur. Knowing what to look for and the questions to ask is second nature to us. 

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We Have a New Grandchild!

Funding a College Savings Plan can be the gift of a lifetime for grandparents to offer their grandchild and his or her parents. We make the complicated process and decisions simple.

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Fixing Underinsurance Before It Becomes a Burning Issue

Having the proper level of insurance on a home is one of those critical details that can easily be overlooked, until an event precipitates a claim. Fortunately, details are something that we take seriously at R.M. Davis.

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Managing Day-to-Day Financial Affairs

R.M. Davis’s Personal Affairs Administrator substantially enhanced an elderly couple’s peace of mind— and their relationship of trust and caring with the firm.

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Preserving the Legacy of a Family Vacation Home

A family vacation home is a unique asset, with much more than financial value, but ownership gets more complicated with each generation. Read how we helped a client create a legacy by passing a lakefront home on to children and future generations.