Harper Davis Financial - Axa Advisors


At Harper Davis Financial we pride ourselves in helping make conversations about personal finance and wealth management comfortable and approachable. We offer a wide range of financial services that can be tailored to fit your unique needs. Whether you are an individual, family, self-employed, or a small business professional we can provide you with the comprehensive knowledge needed to help you attain your financial objectives.

We invite you to browse our website where you will find a variety of financial tools, calculators, and articles that will aid in developing and defining your financial objectives. Please check back often as it is updated frequently with important financial information.

When you are ready and have a question, or would like more information please email beckyharper@harper-davis.com or terridavis@harper-davis.com. We are ready to help you obtain your financial goals.

 

Harper Davis Financial, AXA Advisors and AXA Network do not provide tax or legal advice. Please consult your tax and/or legal advisors regarding your particular circumstances.


Securities offered through AXA Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC. Investment advisory products and services offered through AXA Advisors, LLC, an investment advisor registered with the SEC.  Annuity and insurance products offered through AXA Network, LLC, which conducts business in California as AXA Network Insurance Agency of California, LLC.  Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly licensed.

Harper Davis Financial is not owned or operated by AXA Advisors or AXA Network.

 

Link to axa-equitable.com

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College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

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