Broker Check
Greg Davis, CFP®
Greg Davis, CFP®
Choreo, LLC Senior Director, Wealth Management
http://choreoadvisors.com 608-713-1727

Greg provides wealth management services to high-net-worth individuals including medical professionals, business owners and executives. His expertise includes retirement planning, Social Security strategies, college savings, estate planning, charitable gifting, insurance and income tax planning.

The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.