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Our Firm

Our Firm

Davis & Ritter is a full-service tax and wealth management firm that helps people pursue all of their financial goals.

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Our Services

Our Services

From taxes to investments to insurance, we build a comprehensive plan suited to your situation.

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Our Approach

Our Approach

Having an in-depth understanding of your needs and goals is fundamental to the way we work with you.

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Tax Services

Tax Services

Our team can help prepare individual, business, nonprofit and estate tax returns, represent you before the IRS in an audit, develop strategies to help you keep more of your money legally, and prepare you for any tax impact in the future.

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Financial Planning

Financial Planning

Your financial plan can cover these elements: basic needs assessment, insurance strategies and reviews, educational needs, retirement planning, investment portfolio management, IRA rollovers, and estate/legacy planning.

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RESOURCES

My goal is your financial independence.  Here’s some helpful resources to help you have a successful future.

ARTICLES

A collection of hand picked articles that may provide further insight and help you better understand your financial needs.

CALCULATORS

Need help planning your financial future?  These calculators can help you calculate elaborate financial decisions.

VIDEOS

Informative videos that cover a variety of financial service topics to help educate and explain important topics.

PRESENTATIONS

Helping you to explain confusing financial concepts and work towards a better understanding.

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