Davis Planning Associates, Inc., is a comprehensive financial services firm committed to helping our clients improve their long-term financial success. Our customized programs are designed to help grow, and conserve our clients’ wealth by delivering an unprecedented level of personalized service and expertise.
We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to contact us. We look forward to hearing from you.
Davis Planning Associates, Inc., doing business as "The Living Capital Group" was incorporated in 1984 by Joseph L. Davis and Janice Haynes Davis. In 2012, we became known as the Living Capital Group, a strategic partnership of consulting professionals.
The Living Capital Group offers a full range of financial services, including comprehensive fee-based financial planning, employee benefits, as well as investment and insurance brokerage.