Terrance P. Davis CPA/PFS provides comprehensive financial planning services, including investment advice, to individuals and small business owners. Services include cash flow planning, risk management, retirement planning, investment planning, estate planning, charitable planning, education planning, and tax planning. Terrance Davis emphasizes a systematic approach, defining client goals, preparing analyses, and providing tailored recommendations.
Fee Structure
Terrance P. Davis CPA/PFS does not manage investments directly. Instead, he provides recommendations and general assistance with implementation, which is included in the project fee. If more specific or direct involvement is desired for implementation, it is billed in addition to the engagement fee.