We work with clients in a variety of ways, depending upon the client's needs. Some of our clients only utilize our investment advice and brokerage services. Often clients ask us to look at their complete picture and retain us to be available on a continuing basis. A significant number of our planning clients also have us do the preparation of their tax returns. Some clients have a specific issue and seek our assistance on a project basis. Thus, dependent upon the client's needs, we work with clients in the following ways:

Investment Only / Brokerage Clients
Project Planning Clients
Continuing Planning Clients (Retainer Relationship)
Money Management / Investment Advisory Clients
Tax Consultation Clients
Tax Preparation Clients

Securities offered through Centaurus Financial, Inc., a Registered Broker/Dealer, Member FINRA  & SIPC
James O. Davis, Registered Representative [California Insurance License #0712211]