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Flautt Hare Davis LLC

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Flautt Hare Davis LLC

Overview:

Flautt Hare Davis LLC Wealth Advisors | Retirement Consultants is a firm dedicated to helping you pursue your financial goals. For individuals and families, our experienced team offers professional investment counsel and beneficial estate planning strategies. For corporate retirement plans, we support plan sponsors by evaluating high quality investments that assist employees in their quest a comfortable retirement. Flautt Hare Davis LLC offers an independent perspective on each client’s situation and appropriate strategies designed with the goal of helping that client succeed.
Wealth & Retirement Services

There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated. Informed decisions about the products in any portfolio are best made after an assessment of individual needs. After meeting to do this, you are better informed when the time comes to choose from a comprehensive suite of products and services and select those that address your unique situation.
Products and services include:

   401(k) retirement plans and Individual Retirement Accounts
   529 qualified tuition plans
   Annuities
   Mutual funds
   Certificates of Deposit
   U.S.Treasuries Securities
   Group retirement and savings plans
   Simplified Employee Pension Plans
   Qualified Retirement Plans
   Other retirement savings plans designed specifically for employee groups
   Life insurance
   Long-term care, disability and critical illness
   Health Insurance Group health benefits

History:

Flautt Hare Davis Wealth Advisors | Retirement Consultants was formed by the merger of the independent financial services firms Flautt Financial and Whitten/Davis. These firms have faithfully served their clients for many years and, in combination, continue to provide ongoing support to clients.
Flautt Hare Davis is under the direction of:

   Meredith E. Flautt, Jr., AIF®, Managing Partner
   John T. Hare, AIF®, Founding Partner and Director of Retirement Plan Services
   James D. Davis, Jr., CRPC® Founding Partner and Director of Wealth Management

Philosophy

Helping people achieve their goals is our mission. If we help our clients attain success, our firm's success will surely follow.
Passion

We are others focused. We want people and companies to succeed. Our firm may contribute to financial success, or contribute in some other way to improving the lives of those who God puts in our path.
Process

We help clients define what success means to them, we then create the proper path to pursue that success.

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