1745 North University Drive
Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.
Exchange Traded Funds
Money Purchasing Plans
Profit Sharing Plans
Cash Flow & Budgeting
Disability Income Insurance
Executive Compensation Planning
* Investment products and services are offered through Cetera Financial Specialists LLC. Cetera nor it's representatives offer legal or tax advice. All tax and accounting services are offered solely through Janette L. Davis, CPA, LLC.
firstname.lastname@example.org | (954) 967-0969