Our Role

Our financial professionals help people make smart choices about their money.  We work with people helping them with their overall financial planning.  Our clients:

• Are open minded
• Care for their family and community
• Want to simplify their life by delegating their financial matters to competent, trustworthy professionals
• Enjoy life
• Are serious about making educated decisions with their money
• Have PMA = Positive Mental Attitude

We meet with prospective clients and find out what is important to them.  We then develop a strategy that will help them pursue their goals and live the lifestyle they desire.

If you would like to set up a free consultation, email kdavis@davisanddavisfinancial.com, ddavis@davisanddavisfinancial.com, elizabeth@davisanddavisfinancial.com or call 704-892-2226.