CK Davis Financials
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Will Rogers:  "I am not so much concerned with the return on my Capital as I am with the return of my Capital"​

Definitions:
Financial Plan: a comprehensive evaluation of an investor’s current and future financial state by using currently known variables to help predict future cash flows, asset values and withdrawal plans.
Retirement Specialist: a qualified professional who helps individuals meet their long-term financial objectives by analyzing the client’s current status and setting up a program to achieve that client’s future goals.
Why is it important to have a financial plan?
Creating a financial plan helps you see the big picture and set long and short-term financial life goals.  It is a crucial step in mapping out your financial future.  When you have a financial plan, it’s easier to make financial decisions and stay on track to meet your goals
Why work with a Financial Professional?
Financial Professionals work with clients to develop individual financial plans for
  • Savings
  • Retirement​
  • Insurance
  • Estates
These individual financial strategies create actionable steps that assist the client in reaching the financial goals that they have set for themselves.

Our Services

Annuities

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Calculate Retirement Income
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Life Insurance

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Calculate Life Insurance

Long Term Care

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​CK Davis Financial, LLC.
Carl Davis
5550 Wildrose Ln, Suite 400
West Des Moines, Iowa 50266

​515-491-4576 - Phone

Email Carl
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  • Home
  • Annuities
  • Life Insurance
  • Long Term Care
  • Calculators
    • Retirement Income
    • Savings
    • Life Insurance
  • About