Our advisors frequently educate clients about investment opportunities that they have not considered. Often, individuals do not understand how some financial products and strategies can further the achievement of their goals. We help clients understand the tax and investment characteristics of financial products and strategies that might be appropriate for them. If these are of interest, we review the risks and rewards, in detail, to help them determine if implementation would contribute to the achievement of their goals. To enable clients to implement their investment decisions, our consultants are licensed brokers on all types of investment securities and products including stocks, bonds, derivatives, index products, mutual funds, exchange traded funds, variable annuities, and variable life insurance products.

In addition to investment securities, our professionals are licensed to provide fixed Life, Health, Disability and Long-Term Care insurance coverage with many of the highly rated, nationally known, companies.

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