Financial Plan conducted by Allen Davis and his team that could include Retirement, Asset Allocation, Tax, Education, Protection, and Estate Planning.

Deliverable includes detailed hard copy report, and, if approriate, a personal website that within the context of the financial plan aggregates and updates financial information from a multitude of sources on a daily basis.

Allen Davis is a Registered Representative of and offers securities, investment advisory and fee-based financial planning services through MML Investors Services, Inc. with offices in Holyoke, MA.