Davis Planning Associates, Inc., is a comprehensive financial services firm committed to helping our clients improve their long-term financial success. Our customized programs are designed to help grow, and conserve our clients' wealth by delivering an unprecedented level of personalized service and expertise.
We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to contact us. We look forward to hearing from you. Davis Planning Associates, Inc., doing business as "The Living Capital Group" was incorporated in 1984 by Joseph L. Davis and Janice Haynes Davis.
We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to contact us. We look forward to hearing from you. Davis Planning Associates, Inc., doing business as "The Living Capital Group" was incorporated in 1984 by Joseph L. Davis and Janice Haynes Davis.
Services
The Living Capital Group was founded with the goal of assisting our clients in every aspect of their financial lives. We've provided the most comprehensive and personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to create financial stability and independence by providing a sound financial strategy.
Joseph L. Davis, CLU, ChFC, CFP is president of the Living Capital Group. He is an independent registered representative and Investment Advisor representative providing fee-based financial planning, investment counseling and asset. Randy Philip has over 30 years of health insurance experience.
For the last 9 years his specialty has been assisting individuals who are Medicare eligible in reviewing and selecting their Medicare Advantage, Medicare Supplement, and.
For the last 9 years his specialty has been assisting individuals who are Medicare eligible in reviewing and selecting their Medicare Advantage, Medicare Supplement, and.
Today's competitive environment has given rise to dynamic changes in employee and employer relationships. The benefit package is often the determining factor for prospects in selecting an employer and one of the major reasons for employee satisfaction and retention. LCG has successfully implemented employee benefit packages for public and private sector clients and organizations in the profit and not-for-profit arena.
Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
Where will your retirement money come from? If you're like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.
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