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

Services and Products

Financial information gathered from you is the basis of our planning. From it we:

  • Accumulate, conserve and transition assets
  • Build a financial plan
  • Create a strategy to address goals
  • Recommend investment vehicles
  • Implement the strategy
  • Monitor and Review your plan with you at regular intervals
  • Adjust your plan as priorities change over your lifetime

We build a financial plan, monitor and review it with you; and adjust your plan as priorities change over your lifetime. We strive to provide the highest level of services available by helping you identify and prioritize your goals, offering strategic advice specific to your needs, and implementing the strategies that work best for you.

Business Succession/Exit Strategy Planning

When you own a successful business, one of your main concerns is "who is going to take my place when I am ready to retire." Using historical and projected financial and management information, Harper Davis Financial can assist as you determine the current value of your business. From that evaluation we build a plan to help generate greater vaule, preserve and protect its value, and plan the eventual conversion of that business to cash for your retirement.

For family owned businesses, we consult with the current and next generation owners to insure that the business interest is transferred to the next generation as efficiently as possible, considering estate, gift, and income tax consequences.

Retirement Planning for Businesses

Many small business owners neglect planning for their own retirement. Harper Davis Financial will recommend and design a retirement plan that makes sense for you, the owners and your employees.

Estate and Gift Taxes

There are many strategies involved in the lowering of estate and gift taxes. Upon reviewing your estate in cooperation with your own legal and tax advisors, Harper Davis Financial can recommend those strategies, often utilizing various types of trusts, which will decrease your taxable estate while maintaining income and assets for you and your heirs.

 

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.

 

 

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