Financial Planning
At the firm of Jim Davis, CPA, we strive to provide you with an independent, objective and comprehensive approach to financial planning. Our goal includes assisting you prepare for a comfortable retirement, save funds for your children's college education, protect you or family in case of illness or an emergency, achieving your investment goals, or possibly leaving a legacy to your heir or favorite charity. Your strategy should be based on long-term planning and include diversification that takes into consideration your risk tolerance level.
The firm of Jim Davis, CPA can assist your organization with the following financial planning services:
- Investment Advisory Services - offered through The Floridan Group, a registered investment advisory firm
- Insurance Consulting Services
- Retirement Planning
- Estate Planning
- Financial Forecasts & Projections
- Planning for College
Services
- » Bookkeeping / Payroll Services
- » Accounting Software Assistance
- » Financial Statement Preparation and Analysis
- » Budget Preparation and Monitoring
- » CFO Services
- » Payroll Preparation
- » Investment Advisory Services
- » Insurance Planning Services
- » Retirement Planning
- » Estate Planning
- » Financial Forecasts & Projections
- » College Financial Planning