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

Why Harper Davis Financial?

Whether your plan includes retirement goals, education funding, or other investment strategies, Harper Davis Financial can assist you in reaching your financial objectives. We are local financial professionals with national resources offering a  wide variety of services and products from a broa array of investment companies and and insurance carriers.

Harper Davis Financial is positioned to offer you the close, personal attention with loyalty and genuine concern for your unique financial needs and circumstances. Please do not hesitate to contact us today so we can begin working with you to assist in addressing your financial objectives.

We help you strive to achieve your financial goals by utilizing our three step process of Listening, Planning, and Prospering.

Listen:
The discussion of finances can be an emotional conversation for families and businesses alike. We often hear key phrases from our clients like: "slow and steady growth," "never run out of money," and "safe and secure." At Harper Davis Financial we begin the process by meeting with you to listen and discuss your unique needs and answer any questions to better assist in navigating the complex and dymanic world of finance and benefits.

Plan:
How much would your family need should something happen to you? When do you want to retire? How much retirement income will your business be able to produce for you? Should I invest? These are just a few questions that we can help answer. Educating you allows us to develop the right plan that matches your ever-changing financial obligations and needs. Regardless of how much you know, proper planning is the key to securing your financial interests.

Prosper:
With proper planning, you can see your goals come to reality. Throughout life, conditions change and there will always be the unknown. With planning and continual monitoring and adjusting, you can work toward prosperity, an attainable goal.

Your "Board of Directors"
We are focused on long term relationships with our clients and consider ourselves key members for your personal "Board of Directors". Our belief is that each family or business, regardless of size, should have its own "Board of Directors". As members of your "board", we bring two key elements to the table; financial product related guidance and wealth management strategies. We take the lead to coordinate with your other potential advisors for legal issues, business valuations or financing strategies.

 

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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