Patrick T. Davis
Financial Security Planning
Patrick T. Davis, CES, CSA
Helping Professionals Since 2002
Let's Plan
Financial Security Planning is about more than the size of your bank account. It’s about feeling good about your financial outlook. It's about being able to weather life's occasional unforeseen storms.
It's also about having the peace of mind in knowing you're able to enjoy a comfortable lifestyle during your working years, and being able to retire knowing that your money will last as long as you do.
Getting Your Financial House In Order With:
- Disability Income Insurance
- Life Insurance
- Retirement Planning
Here is a partial list of the ways I can help you:
- Maintain your lifestyle even if you are unable to work or operate your business due to a disabling injury or illness.
- Create a financial legacy for your children, grandchildren and your favorite charities.
- Have a retirement income you can predict and count on.
- Create an emergency fund.
- Grow your wealth safely and predictably every year - even when the markets tumble.
Free Financial Planning Book and Guide! Get yours today!
Take the guesswork out of financial planning and free up more time to enjoy the things you love.
Enter your information below, and I will send your copy by FedEx today!
I look forward to providing you with a world class customer service experience rooted in process and client education. I appreciate your trust.
Yours in prosperity.
Patrick
Patrick T. Davis, CES,CSA
Financial Security Planning
- (404) 729-3438
- NPN: 7137980 GA LIC: 620653
Centennial Olympic Parkway
Conyers, Georgia 30013