Patrick T. Davis

Retirement Savings Planning

The idea of having a comfortable, worry-free retirement has become a distant dream for many - even those who “did all the right things” that the financial gurus told them to do.  Many of us feel like we have very little control over our money and finances, and even with the best of intensions those strategies can only rely on hope and guesswork.

The problem with the conventional financial and retirement planning wisdom is that it is based on the “hope and pray” method.  And the results have been disastrous.  Most people don’t have a clue of what their nest egg will be worth the day they retire.  Many say they would have trouble coming up with even $2000 to cover an emergency expense in the next 30 days, according to a survey by the Employee Benefit Research Institute.

Following the conventional wisdom has only created massive insecurity.

I will provide for you a process for on-going financial planning, regular check-ins, reviews, and progress reports. I come with a team of highly trained and experienced professionals with different kinds of finance and legal experience. We all have a common commitment to ethics and integrity. Everyone is licensed and credentialled and you can count on all of us to provide you with a world class customer experience.

Let’s create security and grow your wealth safely and predictably every year – even when the markets tumble.

Let's create a legacy for your children, grandchildren, and your favorite charities.

Let's take the guesswork out of financial planning and free up more time to enjoy your family and the things you love.

Patrick T. Davis CES, CSA  GA Lic# 620653 NPN: 7137980 Since 2002

In 2002 I entered the financial services field as a life insurance agent and field underwriter in the metro Atlanta area. I am proud to have over 600+ documented hours of classroom time and continuing education courses in the field of financial planning.  I engage in public discourses for various groups and organizations.  I am a writer and a former newspaper columnist for subjects on financial matters.  I play golf as often as my schedule permits, and I am a decent cook, too.  My wife Janet and I live in north Conyers Georgia and are the proud parents of three adult children.

I look forward to connecting with you.

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