When I was a cop, I had the unfortunate opportunity to meet so many people left even further devastated after a tragedy--a working spouse unexpectedly leaving behind a family with insufficient financial means, a husband and wife fighting in front of their children due to financial stress, elderly victims repeatedly targeted in high-crime areas unable to move to better neighborhoods due to their fixed income and inability to go back to work for additional income. I once responded to a call where a widowed retiree had been scammed out of her entire life savings and all I could do was gather information and tell her how sorry I was, knowing there was almost no possible way for her to recover what she'd lost. Way too many times I felt incredibly helpless, and I hated that feeling!
Now, as a financial advisor, I get the opportunity to coach and educate people, and help them reach their financial goals! I help protect families and prevent undue financial stress! I get to help people become better stewards with what God has given them. I work with their CPA to look for suitable tax-saving strategies and I coordinate with their estate attorney to help ensure a tragedy doesn't become even more tragic! I get to provide for my wife and two boys by helping other people provide for their families. I love this job!
Matthew 6:25-34
Focus areas
- Military Professionals & Veterans
- Entrepreneurs & Business Owners
- Retirement Savings Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
Office Information
Phone Number
Jason L Davis at (770) 631-8844Branch Team
Office Hours
Weekday | Availability |
---|---|
Mon | 09:00AM - 05:00PM |
Tue | 09:00AM - 05:00PM |
Wed | 09:00AM - 05:00PM |
Thu | 09:00AM - 05:00PM |
Fri | 09:00AM - 04:00PM |
Sat | Closed |
Sun | Closed |
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