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Jennifer A. Davis, CFP®

SkyOak Wealth Management

1237 N. Riverside Ave
Ste 25
Medford, OR 97501
Phone: (541) 973-2106
Fax: (800) 971-8075

Toll-free: (800) 971-8070

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Household Income Minimum: $0
Investable Asset Minimum: $200,000

Specialties
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Charitable & Planned Giving
  • Annuities
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Getting Divorced
  • Limited Partnerships
  • Mutual Funds
  • Insurance
  • Life Planning
  • Retirement
  • Stocks & Bonds
  • Succession Planning
  • Long-term Care
  • Sudden Wealth
  • Women's Finances

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.