Christopher Davis, a licensed insurance agent and financial advisor in Huntsville, Texas, invites you to meet with him to discuss your insurance and financial goals. He has been a Mutual of Omaha insurance producer since 2005 and received his investment advisor representative license in 2017. Over the last few years, he has built trusting relationships with many in our community by helping to guide their financial decisions, providing solid information and long-term planning goals. “I am committed to providing my clients with the guidance and consistent service needed in developing, implementing, and maintaining a comprehensive business and individual strategy.” Much of his business is through repeat customers and word of mouth, which are indicators of sound advice and successful outcomes.
Chris moved to Huntsville in January of 1985, after building houses in Austin upon high school graduation. He attended Sam Houston State University and graduated in August 1989 with a BBA in Management. His wife Janna grew up in Huntsville, and they have three adult children and four grandchildren. “We have enjoyed living and working in Huntsville because of the wonderful friendships we have been blessed with. And although we now live in Madisonville, I drive every day to my office, which is still located in Huntsville.”
Mutual of Omaha recruited Chris in 2004 to start an insurance and financial services business. He primarily focused his efforts on the individual health, life and Medicare supplement markets. He worked with individuals, business owners, and people who were aging into Medicare at age 65. He began his career the old-fashioned way, by knocking on doors, selling Medicare supplement and life insurance policies. His dad always encouraged his kids by saying “Can’t never could,” and this sage advice was motivational for Chris. And although knocking on doors is no longer an option, Chris is available through the internet, phone, or a visit to his office.
Chris works with his clients to provide risk management and investment planning services. He assists with Medicare and Social Security planning, retirement plan rollovers, investment management, and income planning in retirement. To protect for the risk of living too long and expiring too soon, he offers life insurance, long-term care insurance, and annuity planning. His income planning services consist of Social Security and the income for life strategy. “We utilize proper asset allocation matched to our client’s risk tolerance and time horizon. This helps provide a smooth transition into and through retirement.”
Individuals and Families
Business Planning
Some of the products he is licensed to provide include:
Although Chris is a Financial Advisor with Mutual of Omaha, he utilizes other companies such as Asset Mark and Envestnet for portfolio managed accounts. Also, other insurance companies are utilized for life insurance, Medicare supplement, Medicare Advantage, long-term care, annuities, group health insurance, and 401K planning.
A potential client should consider their financial priorities and determine what is most important at this time in life:
Helping you navigate through various solutions and plan strategically for the future is a responsibility Chris takes seriously. “As a registered representative and investment advisor representative, I pledge to be here when you need me, to offer solutions that make sense for you and your family. I will be a lifetime resource for you, to help you make informed decisions year after year.”
To help achieve a client’s goals, he will first meet to discuss and answer questions you may have. After listening to your financial history and goals, he will suggest options and make recommendations based on your feedback. Once the plan is made and put into action, he will monitor the outcome with you and adjust the course as needed. Clients include:
Products include: Medicare supplement insurance; annuities; critical illness insurance; dental insurance; life insurance; long-term care insurance; cancer, heart attack and stroke insurance; small business solutions; income planning; investments; and Social Security timing.
Chris represents Mutual of Omaha (MOO), a solid company which dates back to 1909. MOO has selling agreements with many other companies, which allows its agents access to all markets to find the best price for each product. No one strategy fits everyone, which is why every client gets undivided attention—from planning to execution to follow-up. And Chris searches for the best product for the best price for each client. Mackenzie Acord, marketing assistant for Davis Wealth and Risk Management, is a valuable member of the team and works closely with Chris to deliver the best options available.
Consider this your invitation to meet with Chris and discuss your financial, investment, and insurance needs. As he states, “My obligation is to my client, and I work hard to build a relationship based on trust and solid outcomes in meeting their high expectations.” Contact using the information below.
DAVIS WEALTH AND RISK MANAGEMENT, INC.
Christopher L. Davis, LUTCF, Financial Advisor
1314 10th Street, Suite 130
Huntsville, TX 77320
936-295-1151
email: Chris.davis@mutualofomaha.com
callchrisdavis.com
get-retirementright.com
the3bigrisks.com
Securities and advisory services offered through Mutual of Omaha Investor Services, Inc., member FINRA/SIPC. Davis Wealth and Risk Management Inc. and Mutual of Omaha Investor Services, Inc., are not affiliated. Mutual of Omaha Advisors is a division of Mutual of Omaha Insurance Company.
