Financial planning services are provided through Jerry J Davis CPA PC, an Oregon registered investment advisory firm. Our objective is to help you reach your financial goals and maintain financial independence for a comfortable retirement. We can guide you through tough decision-making processes such as asset allocation, investment performance monitoring, college education funding, retirement plans, insurance, tax, estate, and business succession planning. Whether you are developing an investment strategy or evaluating current investments, Jerry J Davis CPA PC can ensure that your portfolio will take into account tax implications for an advantageous after-tax return. The road to retirement is a long one and we can help you to take the proper steps to reach your goals.