Michael Davis is a well-known financial educator in the Northeast Florida area. His retirement planning workshops have been attended by hundreds of people seeking straight, no nonsense advice on how to accumulate and protect wealth. His goal is to educate people on “How Money Works”. He believes that education is THE answer, guiding people to make informed decisions. Mike has been advising clients on how to avoid making costly mistakes for over 30 years. People who consult with him often find that they lower their tax bills, reduce taxes on social security income, increase their estates and obtain better protection for their financial future.
Founder Mike Davis, is often sought by local and national media for his extensive knowledge on long-term financial planning and retirement income strategies. He has appeared on CNBC, Fox News, CBS Action News 47, and has been quoted in Smart Money magazine, the AARP Bulletin, Jacksonville Times Union and various other publications.
Mike is an Investment Advisor Representative with advisory services offered through Global Financial Private Capital, an SEC Registered Investment Advisor. Mike has been achieved the prestigious ChFC® Chartered Financial Consultant designation from the American College. Mike is also a Registered Financial Consultant and a member of the International Association of Registered Financial Consultants. He has been a licensed insurance agent since 1980 and is licensed in several states. Davis Financial Services, Inc. is a member of the National Ethics Bureau, Clay County Chamber of Commerce and the Northeast Florida Better Business Bureau. Mike is also a Court of the Table member of the Million Dollar Round Table (MDRT), the Premier Association of Financial Professionals.