CONNECT

Address:

1601 Response Road, Suite 110
Sacramento, CA 95815

Phone:

(916) 614-7637

Fax/Other:

(916) 921-2247

Terri Davis

 

TerriDavisHello, and thank you for taking the time to review our website. As a financial professional with a tax background, I work with individuals and business owners to assist them in making tax advantaged financial decisions that fit with their long-term financial plans. I enjoy working with business owners and individuals who want to plan and don't like surprises when it comes to their finances. Over the years of practice in this industry I've seen many changes which have led to new opportunities and pitfalls. Working with clients to help them avoid the pitfalls and take advantage of the opportunities gives me great satisfaction, and provides businesses and individuals like you with strategies for achieving their long term goals.  I have earned the AXA Advisors title of Retirement Planning Specialist, based on my having received a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. 

If you would like more information for you or your business, please call me and we'll start the planning process. 

 

Terri has 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.

You can contact me at (916) 646-8180 or terridavis@harper-davis.com


Education:
Graduate, California State University, Sacramento
Bachelor of Science Degree: Business Administration, concentration in Accounting

Graduate Studies:

UC Davis
 

Licenses:
Certified Public Accountant - CA State Board of Accountancy
Securities Registration: FINRA Series 7 & 66
State of California Insurance License #0D55218

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck