Will Rogers: "I am not so much concerned with the return on my Capital as I am with the return of my Capital". Financial Plan: a comprehensive evaluation of an investor's current and future financial state by using currently known variables to help predict future cash flows, asset values and withdrawal plans.
Retirement Specialist: a qualified professional who helps individuals meet their long-term financial objectives by analyzing the client's current status and setting up a program to achieve that client's future goals. Why is it important to have a financial plan? Creating a financial plan helps you see the big picture and set long and short-term financial life goals.
Retirement Specialist: a qualified professional who helps individuals meet their long-term financial objectives by analyzing the client's current status and setting up a program to achieve that client's future goals. Why is it important to have a financial plan? Creating a financial plan helps you see the big picture and set long and short-term financial life goals.
Services
My name is Carl Davis and I am an independent Retirement Specialist. I've worked in securities since 2005. Over my 31 years of experience, I've found that it takes both securities and insurance to create sound financial plans. My objective is to help you achieve your goal of financial freedom. I can help you handle your Financial, Income and Insurance needs now and into Retirement as well as How to Save Money.
Annuities are contracts with an insurance company. You invest a sum of money in exchange for certain promises and guarantees. Annuities today, in the hands of a competent financial representative, may be a powerful strategy in a retirement plan. Annuities come in different shapes and sizes and not one fits all situations.
I will help you feel more confident, knowing that you're protecting the ones you love. Life Insurance help gives you more confidence knowing it helps to provide financial support to those who depend on you. This money can be used to cover final expenses, outstanding debts, and even fund your children's college education.
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