Patrick T. Davis CES,CSA

Financial Planning and Education


My name is Patrick T. Davis and I help my clients get the financial knowledge base they seek to insure a lifetime of financial freedom.  Since 2002 I have helped over 200 hundred clients and their families better their plan for long term financial success by teaching a system that places them in the most advantageous financial portfolio known to the financial market, bar none. 

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. Let’s create security.

Here is a partial list of ways I can help you:

` Grow your wealth safely and predictably every year – even when the markets tumble.

` Have a retirement income you predict and count on.

` Give you a better way to save and pay for college.

` Have safety net to see you through challenging times.

` Create a legacy for your children, grandchildren, and your favorite charities.

` Become your own source of financing for your cars, vacations, home improvements and more, and get access to capital when you want for whatever you want.

` Take the guesswork out of financial planning and free up more time to enjoy your family and the things you love.

For you I provide 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.

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

A little more about me

I am a native of Albany, Georgia where I was a standout high school athlete (basketball).  I earned a scholarship and went on to play collegiately at Tennessee State University in Nashville.  My work life began with a six-year stint at Toyota Motor North America and then on to Pitney Bowes Corporation where I was transferred from Nashville to Atlanta.  In 2002 I entered the financial services field as a life insurance agent and field underwriter in the metro Atlanta area. The rest as they say is history. I am proud to have over 600+ documented hours of classroom time and continuing education courses in the field of financial planning (income protection, wealth accumulation, retirement planning, life insurance, and risk management).  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 serving you too.

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