The Description of the Firm

Founded in 1985, The Financial Advisory Group is a full service, fee-based, investment and strategic financial advisory firm that serves individuals, corporations, estates and trusts. Services provided include overall strategic tax and financial planning, investment planning and management, risk control, estate planning, asset protection, and general consulting on personal and business matters. The key characteristics that make us valuable to clients are the depth of our knowledge, the breadth of our experience and our integrity in always putting the client's interest first. Our advisors are licensed in investments, insurance and taxes in order to assist clients with both the analysis of alternatives and implementation of their decisions.

Normally, prior to making any recommendations, we spend a number of hours with clients learning about their goals and objectives. We strive to understand the client's willingness to assume risk in order to enhance the likely achievement of these goals and make sure that they understand the alternatives available to them.

Frequently, we work in association with other professionals such as: accountants, tax advisors, actuaries, attorneys, plan administrators, other investment advisors, and insurance professionals.

 

Securities offered through Centaurus Financial, Inc., a Registered Broker/Dealer, Member FINRA  & SIPC
Centaurus Financial Inc. and The Financial Advisory Group are not affiliated companies.
James O. Davis, Registered Representative [California Insurance License #0712211]