LET A CPA HELP PLAN YOUR FINANCIAL FUTURE

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We consider it a great privilege to have the opportunity to be your financial professionals.  We are committed to providing our clients with service and quality that are second to none.  We are dedicated to providing our services in a timely, competent manner.  In our business, your needs come first.

In today's economy, it is not unusual for an average individual or family to accumulate a substantial amount of money in savings, investments and retirement plans.  A job change may leave you with a sizeable lump sum distribution from your former employer's retirement plan.  Large inheritances are common. "In other words, WEALTH HAPPENS."  As a result, many people have more money than they are comfortable handling on their own.

It is important that a CPA stay abreast of the ever-changing financial environment.  We attend more than 40 hours per year in a number of continuing professional education courses, including retirement planning, personal and corporate income tax planning and preparation, business consulting, and investment management.  Let us put more than 20 years experience to work for you.

Please contact us if you would like more information about how we may assist with your financial planning and investment needs.  We will be happy to provide references from our clients in related professions or businesses.

We look forward to the opportunity to discuss the benefits of having a CPA help plan your financial future.

"WEALTH HAPPENS! Is it happening for you?"

All information contained in any links on this website are believed to be accurate but is not warranted or guaranteed by Securities America, Inc., or Davidson Financial Services

Securities offered through Securities America, Inc., member FINRA/SIPC
Advisory services offered through Securities America Advisors, Inc., An SEC Registered Investment Advisory Firm.
FINRA/SIPC

1795 Alysheba Way, Suite #3101

Lexington, KY  40509

(859) 245-5880 Phone

(859) 245-7007 Fax

1-877-543-9506 Toll-Free