Patrick T. Davis

Financial Services Professional

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. When followed with the best of intensions, most cash accumulation strategies still only rely on hope and guesswork.  Conventional financial and retirement planning wisdom is based on the “hope and pray” method, and most folks don’t have a clue of what their nest egg will be worth the day they retire. Let's remove the uncertainty and guesswork.  


The Tax-Free Retirement Plan can help make your retirement years special, helping you accumulate enough money to provide income for 30 to 40 years of retirement.

The Tax-Free Retirement Plan eliminates 3 Wealth Killers

1. Market Losses 

Market losses are forever and compound just like gains. The money lost never works for you again.  Remaining funds have to do double duty playing catch up as you dig out of an investment hole.

2. Taxes

Taxes are another wealth killer.  Did you know that if you withdraw $50,000 from your 401(K) the IRS could take $20,000?  If you leave $500,000 to your spouse and kids in your 401(k) the IRS could take $200,000?

3. Wall Street Commissions and Fees

Your 401(k) is one of the most expensive ways to save for retirement.  Wall Street Commissions and expenses can reduce your 401(k) balance by 33% over 30 years.  In other words, after 30 years, your 401(k) balance would be 50% higher without these fees.  This could cost you more than $500,000 over your working years.

Following the conventional wisdom has only created massive insecurity.

Have security and grow your wealth safely and predictably every year – even when the markets tumble.

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

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

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

I'm Patrick T. Davis. Thank you for stopping by.

Whether you are in or nearing retirement, of you are an up and coming 30-year old, the roadmap to financial freedom and happiness should be simple and comfortable. 

I hope you employ us to share with you how simple our tax-free cash accumulation strategy is. We have many customer testimonials on how they are prepared financially beyond what they originally imagined.  

I come with a team of highly trained and experienced professionals with different kinds of finance and legal experience and everyone has a common commitment to ethics and integrity.  We are here to serve and you can count on all of us to provide you with a world class customer experience.

If you would like a call from me, please fill in your information below and I will reach out to you at the time most convenient for you. 

I will also send you a free copy of the book "The Secret To Lifetime Financial Success" (hardcover).  This book will give you personal insight into the single greatest financial strategy most often overlooked by financial advisors and retirement planning consultants. 

Thank you and be well.