Services Provided

Our firm provides a full range of financial planning services. Click the links below for a description of our qualifications and expertise in these areas.

Comprehensive Financial Planning

Wealth Management / Investments

Stock Options & Concentrated Positions

Estate Planning / Gifting / Asset Transfer

Securities Brokerage

Investment Securities & Insurance

Real Estate

Retirement Planning for Individuals / Lump Sum Distribution Planning

Educational Planning

Retirement Planning for Businesses (Qualified and Key Person Benefits)

Business Services

Risk Management / Insurance

Credit & Debt Management

Trust Planning and Management 

Tax Consultation and Return Preparation

 

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]