David Davis CRC, AIF - Financial Planner

David Davis CRC, AIF - Financial Planner Financial planning I am committed to delivering financial strategies that resonate with the culture and values of our diverse clientele.

With over a decade of experience in the financial industry, my core competencies lie in crafting personalized financial plans that align with the unique goals of our clients at Full Circle Financial Planning. My mission is to empower individuals through informed financial decisions, leveraging my expertise in employee benefits and retirement planning. In my current role, I apply a holistic approac

h to financial planning, considering the many facets of a client’s financial picture, including Simple IRAs and mutual funds. My certification as a Certified Retirement Counselor (CRC) has been instrumental in guiding clients toward retirement, ensuring that they are well-informed and confident in their investment choices. The experience garnered from my previous tenure at Infinex Financial Group has been invaluable in enhancing my advisory capabilities.

Even the best financial plans can hit a few bumps in the road. Whether it’s a major car repair, a medical bill, or a sud...
10/09/2025

Even the best financial plans can hit a few bumps in the road. Whether it’s a major car repair, a medical bill, or a sudden home expense, life has a way of testing our financial flexibility. The good news? With a little preparation, you can handle those surprises without losing sight of your long-term goals. 1. Build (and Maintain) an Emergency Fund…...

Even the best financial plans can hit a few bumps in the road. Whether it’s a major car repair, a medical bill, or a sudden home expense, life has a way of testing our financial flexibility. The go…

Over the past week, U.S. stocks continued to show strength despite growing political and economic headwinds. The S&P 500...
10/06/2025

Over the past week, U.S. stocks continued to show strength despite growing political and economic headwinds. The S&P 500 and Nasdaq both rose, driven by optimism in tech and AI sectors—particularly after AMD announced a major chip-supply deal with OpenAI, pushing its stock sharply higher and boosting sentiment across AI-related names. Even so, the Dow Jones lagged, dragged down by weakness in names like Home Depot and McDonald’s....

Over the past week, U.S. stocks continued to show strength despite growing political and economic headwinds. The S&P 500 and Nasdaq both rose, driven by optimism in tech and AI sectors—particul…

For many families, the mortgage is the largest monthly bill — and one of the biggest long-term financial commitments. It...
09/30/2025

For many families, the mortgage is the largest monthly bill — and one of the biggest long-term financial commitments. It’s natural to wonder: Should I throw every extra dollar at paying down the house, or should I put that money to work by investing it? The truth is, the “right” choice depends on your financial goals, risk tolerance, and stage of life....

For many families, the mortgage is the largest monthly bill — and one of the biggest long-term financial commitments. It’s natural to wonder: Should I throw every extra dollar at paying down the ho…

When people think about financial planning, they often focus on investments, retirement accounts, or saving for a child’...
09/25/2025

When people think about financial planning, they often focus on investments, retirement accounts, or saving for a child’s education. While those goals are important, one piece of the puzzle often gets overlooked: debt. Carrying debt—whether it’s credit cards, car loans, or even student loans—can quietly drain your financial health in ways you may not realize. Here’s why tackling debt should be a key part of your overall plan....

When people think about financial planning, they often focus on investments, retirement accounts, or saving for a child’s education. While those goals are important, one piece of the puzzle often g…

For many families, one of the toughest financial questions is whether to pay down debt or invest for the future. Both ar...
09/23/2025

For many families, one of the toughest financial questions is whether to pay down debt or invest for the future. Both are important, but striking the right balance can feel overwhelming. The good news? With a thoughtful approach, you don’t have to choose one over the other. You can create a plan that moves you forward on both fronts. ⸻...

For many families, one of the toughest financial questions is whether to pay down debt or invest for the future. Both are important, but striking the right balance can feel overwhelming. The good n…

On September 17, 2025, the U.S. Federal Reserve reduced its benchmark interest rate by a quarter-percentage point, movin...
09/19/2025

On September 17, 2025, the U.S. Federal Reserve reduced its benchmark interest rate by a quarter-percentage point, moving it to a range of 4.00%–4.25%, from its prior higher range. This is the first time rates have been cut in 2025. Along with the cut, the Fed signaled there will likely be two more rate cuts before the end of the year....

On September 17, 2025, the U.S. Federal Reserve reduced its benchmark interest rate by a quarter-percentage point, moving it to a range of 4.00%–4.25%, from its prior higher range. This is the firs…

Most parents already know kids aren’t cheap. Between daycare, school supplies, and sports fees, the costs can feel never...
09/17/2025

Most parents already know kids aren’t cheap. Between daycare, school supplies, and sports fees, the costs can feel never-ending. But the real financial impact of raising children often goes far beyond the visible, day-to-day expenses. A thoughtful financial plan can help you prepare not only for the current costs of raising children but also for the hidden, long-term ones that families often underestimate....

Most parents already know kids aren’t cheap. Between daycare, school supplies, and sports fees, the costs can feel never-ending. But the real financial impact of raising children often goes far bey…

When life feels comfortable — bills are being paid, savings is happening, and things seem on track — it’s easy to assume...
09/09/2025

When life feels comfortable — bills are being paid, savings is happening, and things seem on track — it’s easy to assume a financial plan isn’t necessary. But the truth is, families that appear to be “doing fine” often face hidden risks or missed opportunities that only surface years later. A financial plan isn’t just for people in crisis. It’s a tool that helps families confidently manage what they’ve built and make informed decisions about the future....

When life feels comfortable — bills are being paid, savings is happening, and things seem on track — it’s easy to assume a financial plan isn’t necessary. But the truth is, families that appear to …

For many families, saving for both college and retirement can feel like a financial tug-of-war. With rising tuition cost...
09/06/2025

For many families, saving for both college and retirement can feel like a financial tug-of-war. With rising tuition costs and longer life expectancies, it’s easy to feel like you’re being forced to choose between your children’s future and your own. The good news? With thoughtful planning, you don’t have to choose. At Full Circle Financial Planning, we work with families throughout Jackson and beyond to help them strike the right balance between long-term retirement readiness and supporting their children’s educational goals....

For many families, saving for both college and retirement can feel like a financial tug-of-war. With rising tuition costs and longer life expectancies, it’s easy to feel like you’re being forced to…

Markets moved through a period of cautious optimism into renewed volatility in late August and early September. The rall...
09/04/2025

Markets moved through a period of cautious optimism into renewed volatility in late August and early September. The rally that began in mid-August lost some steam in the final days as bond yields surged and inflation concerns resurfaced. Markets Begin With Ease, End With Volatility In mid-August, equity markets rallied. The S&P 500, Nasdaq, and Dow rose after softer-than-expected inflation data fueled expectations for a Federal Reserve rate cut....

Markets moved through a period of cautious optimism into renewed volatility in late August and early September. The rally that began in mid-August lost some steam in the final days as bond yields s…

Planning for retirement can feel overwhelming, especially when you’re juggling careers, raising kids, and managing every...
09/03/2025

Planning for retirement can feel overwhelming, especially when you’re juggling careers, raising kids, and managing everyday expenses. But avoiding common mistakes can make a meaningful difference in how far your retirement dollars go. Below are five pitfalls families often face—and steps you can take to help avoid them. ⸻ 1. Starting Too Late Many families delay saving for retirement until they “have more room in the budget.” The reality is, life’s expenses rarely slow down....

Planning for retirement can feel overwhelming, especially when you’re juggling careers, raising kids, and managing everyday expenses. But avoiding common mistakes can make a meaningful difference i…

The start of a new school year brings fresh opportunities — not just for your kids’ academics, but also for life skills ...
08/16/2025

The start of a new school year brings fresh opportunities — not just for your kids’ academics, but also for life skills that will serve them for decades to come. One of the most valuable lessons you can give them doesn’t come from a textbook: understanding how to manage money. Talking about money early helps kids develop good habits, make informed choices, and feel confident when handling finances as adults....

The start of a new school year brings fresh opportunities — not just for your kids’ academics, but also for life skills that will serve them for decades to come. One of the most valuable lessons yo…

Address

Jackson, MI

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Website

Alerts

Be the first to know and let us send you an email when David Davis CRC, AIF - Financial Planner posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category