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Products & Services

How We Work

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.


Mutual Funds

Exchange Traded Funds

Coverdell ESA

Traditional IRA

Roth IRA


Simple IRA

Brokerage Accounts

Variable Annuity


Common Stock

Educational IRA

Treasury Bills

Government Securities

Treasury Notes

Financial Planning

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans

Cash Flow & Budgeting


Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

Business Planning

Exit Planning

Succession Planning

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.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. | (954) 967-0969