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Trusted advice
Fee-only basis
No commissions




Helping your financial dreams of today become reality for all your tomorrows





Financial Planning & Investment Services



In the ever changing world of finance, it can be overwhelming to determine the right investment choices for your personal goals.  You worked hard for your money.  Now let us work hard for you. Our personalized approach will save you time, money and frustration.

Time

We do the research on investment performance.

Everything can be done online or in-person, whichever you prefer.

Money

Our fees are not commission based.

No hidden costs.  We are a fixed fee-based service.

Frustration

No waiting on hold for the stockbroker that is never in.

No more wondering if the investments are in your best interest or your advisor.


Whether you are looking to receive an overview of your accounts or ongoing management we can help


  • Comprehensive Planning - A complete review of all aspects of your finances to ascertain your goals and how to achieve them
  • Retirement Planning - A complete review of all your resources and how to make them last throughout retirement
  • Investment Review and Asset Allocation - A complete review of your investments and recommendations to adjust your holdings to improve your goal realization
  • Comprehensive Estate Planning - A complete review of all your assets, tax issues addressed to minimize tax burdens and your loved ones provided with a road map of what to do next


About Jerry

Jerry has never wavered in his chosen financial career path.  He graduated from Oregon State University in 1978.  Then received his Certified Public Accountant License in 1980.  After meeting the additional rigorous training and educational hours in 2009, he received the Personal Financial Specialist (PFS) designation from the American Institute of Certified Public Accountants.

Jerry J. Davis Photo

Jerry J. Davis

President & Owner

It's time to make a change, let us help

To help prepare for this meeting, you should have a basic idea of your current financial picture and financial goals. How are things now? Do you have any concerns? What do you hope to accomplish in the next few years and longer term?