OUR WHY
Seeing family members fail to plan adequately for their financial futures, built a strong desire to be a constant resource to our clients in preparing for the uncertainties that lie ahead.
People work incredibly hard to save so they can enjoy comfortable retirement lifestyles. Many families will face medical issues that may require assistance for the remainder of their lives. The cost of such care can be financially devastating.
People do not have to be forced to spend everything they own in the final months or years of their lives. Utilizing the proper tools can help you protect not only your money but more importantly your future choices.
Mike Davis
FOUNDER & PRESIDENT
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Mike brings thirty-eight years of financial services industry experience helping clients reach their goals and enjoy what they have worked so hard for. After his own family struggled with long term care crisis planning, Mike has made it his core mission to help clients protect their assets and their future choices.
Mike and his wife, Betty, live in Spring Hill, TN. They relish every moment of spoiling their grandchildren.