Joseph L. Davis, CLU,ChFC,CFP
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.