Personal Financial Services

HELPING OUR CLIENTS WITH THEIR PERSONAL FINANCIAL NEEDS


We work to provide support to each client. Financial Services takes on many avenues to include the following:

        Measurement of Current Financial Condition

        Tax Planning

         Planning  Children's Education

         Planning for Retirement

         Transferring Assets to Family

 

                                              

 

Copyright   1987 - 2010 A. Harold Davis, CPA

 

 

 

 

 

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