CONNECT

Address:

1601 Response Road, Suite 110
Sacramento, CA 95815

Phone:

Rebecca Harper (916) 614-7637
Financial Professional

Terri Davis, CPA (916) 646-8180
Financial Professional

Fax/Other:

(916) 921-2247

Retirement Planning

Your retirement years should be one of the most enjoyable periods of your life. Harper Davis Financial can assist you in designing a plan to make this possible. By analyzing current assets, retirement programs, and your future needs and benefits, Harper Davis Financial can map out a strategy that achieves your retirement goals.

 

We are Retirement Planning Specialists...

Becky and Terri have both earned a Certificate in Retirement Planning from The Wharton School of the University of Pennsylvania. This training received from The Wharton School qualifies us to analyze and design your retirement strategies. Retirement planning has changed immensely in recent years resulting in the need for a firm who can thoroughly explain the many options available. Distribution planning has become much more critical as retirement years are often equivalent to the number of years spent working. To ensure that our retirement monies last, proper planning of retirement money distribution has become increasingly critical. Our retirement strategies strive to maximize tax efficiency during the accumulation and preservation phases, and takes into account income considerations during the distribution phase, providing a comprehensive approach to your retirement planning needs.

 

Retirement Planning Specialist title awarded by AXA Advisors, based upon receipt of a Certificate in Retirement Planning from the Wharton School of Business, University of Pennsylvania..

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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. 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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