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.
Joseph L. Davis, CLU,ChFC,CFP is president of the Living Capital Group. He is an independent registered representative and Investment Advisor representative providing fee-based financial planning, investment counseling and asset management and asset allocation to individuals, corporations and non-profit entities. His background is insurance, investments and financial planning with specialties in retirement planning and executive compensation.
The staff and associates of LCG have a rich and varied background in the financial service industry and the life and health arena. Many have worked in private industry in the areas of marketing and insurance before aligning with LCG. Some have worked directly for insurance companies or other brokerage firms in the past. Others have experience in real estate, the military and in education. All however, have the desire to work for an independent firm where they have the freedom to select among the products and services that best align with the goals and objectives of the clients they serve.
The employees all conform to the highest ideals of integrity, honesty and strive through continuing education to stay abreast of the developments and trends in our industry. LCG and the team of consultants who work with them are client-centered and adhere to the ideals that the Living Capital program represents.