Davis Planning Associates

The Living Capital Group - Davis Planning Associates, Inc. is a comprehensive financial services firm that has been helping our clients achieve their long-term financial success since 1984. Our company was founded by Joseph L. Davis and Janice Haynes Davis, and has since grown into a renowned firm that offers a wide range of financial services.

Our Company

Our company has a rich history that dates back to 1984, when we were founded by Joseph L. Davis and Janice Haynes Davis. We have since evolved into a strategic partnership of consulting professionals who are dedicated to providing our clients with unparalleled personalized service and expertise. Our team of professionals has a diverse background in the financial service industry, insurance, and real estate, ensuring that we provide our clients with comprehensive financial solutions.

Our Services

At The Living Capital Group, we offer a full range of financial services, including comprehensive fee-based financial planning, employee benefits, investment and insurance brokerage, and tax planning. Our team of experts works closely with our clients to understand their financial goals and develop customized plans to help them achieve them. We take a holistic approach to financial planning, considering our clients' financial situations, risk tolerance, and goals to create a personalized plan that meets their unique needs.

Meet Our Team

Our team of professionals is dedicated to providing exceptional service and expertise to our clients. Our team includes:

• Joseph L. Davis, CLU, ChFC, CFP - President of The Living Capital Group, providing fee-based financial planning, investment counseling, and asset management services.
• Glen L. Jackson - Advisor, specializing in investments, insurance, and registered representation.
• Janice Haynes Davis - Employee Benefits and Insurance specialist.
• Randy Philip - Medicare Specialist with over 30 years of health insurance experience.

Our Commitment to Our Clients

At The Living Capital Group, we are committed to providing our clients with the highest level of service, expertise, and personalized attention. We take a client-centered approach to financial planning, ensuring that our clients' goals and objectives are always our top priority. We stay up-to-date with the latest developments and trends in our industry, and our team of professionals is committed to continuing education to ensure that our clients receive the best possible guidance and advice.