John S. Davis

Background

About John S. Davis

Fee-Only financial planner, investment adviser. Thirty-three years' experience helping people meet their personal financial goals and objectives. Fee-Only means that clients are the sole source of revenues to the firm. Payments from others such as commissions are never accepted. Mentor Capital has eliminated most of the conflicts of interest prevalent in broker or insurance-agent relationships. Our core values are: Competency - Requiring the highest standards of proficiency in the industry. Comprehensive - Practicing a holistic approach to financial planning. Compensation - Using a Fee-Only model that facilitates objective advice. Client-centered - Committing to a fiduciary relationship that ensures the client's interests are always first. Full Disclosure - Providing an explanation of fees and potential conflicts of interest. Specialties: Mentor Capital offers comprehensive services relating to investments, income taxes, retirement, risk management, cash flow and estate planning. Objective, expert advice is available to individuals and small businesses as they seek to reach their financial and lifestyle goals through the financial planning process.