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Our Mission
In the ever-changing world of finance, navigating the right investment choices for your personal goals can be overwhelming. At JJD CPA & Wealth Strategies, we provide personalized financial planning and investment services to individuals, estates, families, businesses, and retirees. Our mission is to empower you to take control of your financial future through comprehensive guidance and strategies.
What Sets Us Apart
We are a fee-only financial planning firm, meaning we are not incentivized by commissions or other payments. Our only motivation is to act in your best interest. We believe in transparent communication and building strong relationships with our clients.
1. Comprehensive Planning
- Detailed review of all aspects of your financial situation
- Identification of your financial goals and objectives
- Development of a personalized plan to achieve your goals
2. Retirement Planning
- Comprehensive review of your retirement accounts and investments
- Development of a strategy to maximize your retirement savings
- Guidance on post-retirement planning and withdrawals
3. Investment Review & Asset Allocation
- Review of your current investments and performance
- Development of a personalized investment portfolio based on your individual goals and risk tolerance
- Continuous monitoring and adjustment of your portfolio over time
4. Comprehensive Estate Planning
- Review of your estate documents and assets
- Development of a comprehensive plan to minimize tax burdens and provide for your loved ones
- Guidance on powers of attorney, wills, trusts, and other estate planning needs
Our Founder
Jerry J. Davis, CPA and founder of JJD CPA & Wealth Strategies, has over 40 years of experience in providing financial services to clients. He is a Certified Public Accountant (CPA) and a Personal Financial Specialist (PFS).
Why Choose JJD CPA & Wealth Strategies?
- Fee-only approach, ensuring unbiased financial advice
- Personalized and customized plans tailored to your unique needs
- Comprehensive financial guidance from a seasoned CPA and CFP
- Transparent communication and attention to your financial concerns
- Dedicated to empowering you to achieve financial success and security
Take Control of Your Finances Today
Contact us today to schedule a consultation and learn how we can help you achieve your financial goals and dreams.
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