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Affluent Planning is a service based financial planning firm offering expertise in disability insurance, retirement planning, wealth protection, and life insurance.

While this communication may be used to promote or market an idea that is discussed on this site, it is intended to provide general information about the subject matter covered and is provided with the understanding that this site is not rendering legal, accounting, or tax advice. 


(770) 742-9011


Patrick T. Davis, CSA, CES

Principal Agent / CEO

GA LIC# 620653  

NPN: 7137980

Since 2002

Independent agent and affiliate of:

Ashford Advisors

900 Ashwood Parkway, Suite 400

Atlanta, Georgia 30338


Helping our community of clients protect income and wealth.