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Kenneth R. Davis, CLU®, ChFC®, CASL®
S. Diane Davis, CLU®, CLTC®

705 Northeast Dr Suite 16
Davidson, NC 28036
Phone:
  • 704-892-2226
  • Toll Free: 855-8WEALTH (855-893-2584)
Fax:
  • 704-892-2052

Welcome to WealthPlan Financial Partners,
a company specializing in retirement strategies and estate conservation.

Working Together

Meeting with a Sr. Financial Planner is an important first step. It's an opportunity to get to know an advisor and share your goals and dreams.

What's important to you will always be important to us. We provide advice to help clients make smart and educated choices with their money.

As personal financial professionals of WealthPlan Financial Partners, we can: 

  • Help people invest and save for their future by creating a financial plan customized for each client's vision - forged by asking the right questions and applying the right answers. All supporting the belief that, with the right financial advisor, you can live the lifestyle your've worked for.

As Representatives of ProEquities,Inc, we can:

  • Help you clarify and define your goals
  • Recommend solutions that fit your needs
  • Make investment planning easier
  • Monitor your financial progress

Feel free to browse our site. You will find a variety of articles, calculators, and research reports that we trust will answer your questions or stimulate your interest.

If you have any questions, please call us at 704-892-2226, 855 -8WEALTH or e-mail us, kdavis@pesmail.com or ddavis@pesmail.com. We will be happy to help. 

 

Flipbooks

You can review interesting Flipbooks on my site.

View Flipbooks

Videos

We have interesting videos for you to watch on my site.

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Calculators

You can review interesting calculators on my site.

View Calculators