Retirement Planning is a primary goal for virtually every working person. Funding a comfortable retirement has become a greater challenge as life expectancies increase and employer provided pensions become less certain for many.

For years, we have been strong proponents of tax-deductible, government approved, "Qualified Retirement Plans" whenever they fit the client's needs. Our activities include the recommendation and establishment of these plans for employers (including many self-employed individuals).

We are also familiar with and assist business owners with putting Non-Qualified retirement plans in place that are available to business owners and "key employees" of organizations they control.

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