Josie Davis is the CEO of Baefront Insurance and a Senior Managing Partner at Caldwell Wealth Management LLC.
Josie wants to help people navigate tricky financial products and provide clients with peace of mind. She believes all clients should be aware of their risk exposures. Her goal is to help her clients understand what financial strategies make sense for them so that she can provide them with proper financial planning.
Once your custom-tailored financial plan is in place, we will continue working together to review achievements against your stated aims, and ensure you are comfortable everything is moving forward according to plan.
Annuities and Insurance for Retirement and Estate Conservation
Insurance Products for Employee Benefits
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