Business Services

As a business, just as with an individual, the keys to addressing long-term financial objectives are strategy and preparation.  James F. Davis has the experience and depth of knowledge to provide:

  • 401(k) set-up
  • Buy/Sell agreements (cross-purchase or re-purchase)
  • Business succession/continuation planning
  • Key employee protection programs

To learn more about how Davis Financial Strategies can help you work toward your business objectives, please contact us today.