Delano D. Davis, Co-Founder at Movement Financial Group LLC

Delano D. Davis, Co-Founder at Movement Financial Group LLC My goal is to provide every one of my clients with a tailor-made strategy. These testimonials are no guarantee of future performance or success.

I offer a variety of products that can help you meet a number of insurance and financial needs, including college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. I am an Agent licensed to sell insurance through New York Life Insurance Company and may be licen

sed with various other independent unaffiliated insurance companies. Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency and a New York Life Company. Our Office Location:
1213 Culbreth Dr. Suite 459 Wilmington, NC 28405
(910) 398-8464
[email protected]

Neither Movement Financial Group LLC nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Movement Financial Group LLC is not owned or operated by New York Life Insurance Company or its affiliates. Any testimonial on this site is based on an individuals experience and may not be representative of the experience of other customers. I am not licensed in all jurisdictions.

With how unpredictable the economy is today be careful how much money and when you pull from your 401(k) funds. There ar...
06/22/2022

With how unpredictable the economy is today be careful how much money and when you pull from your 401(k) funds.

There are strategies that can ensure you don’t outlive your money.

New research paints worrisome picture for how long 401(k) savings last retirees.

Another great article from Dr. Wade Pfau going in depth on Annuities for retirement solutions. Are they too expensive?
07/06/2021

Another great article from Dr. Wade Pfau going in depth on Annuities for retirement solutions.

Are they too expensive?

Published: July 2, 2021. One of the most common criticisms made about annuities is that they are too expensive. While there are many types of annuities with different features, the good and bad aspects of annuities often get mixed together in popular discussions.

Today, celebrates all the fathers and father figures who are there for their loved ones when they’re needed most. Happy...
06/20/2021

Today, celebrates all the fathers and father figures who are there for their loved ones when they’re needed most. Happy Father’s Day!

When the work you're doing today leads to a healthy, active retirement, you'll be glad we took time to focus on your fin...
06/14/2021

When the work you're doing today leads to a healthy, active retirement, you'll be glad we took time to focus on your financial health.

Learn how you can secure a long and comfortable retirement with help from New York Life. Browse our retirement planning resources and live the life you want!

When it comes to financial literacy, where better to start than with retirement planning? As always, I'm here to help wh...
06/12/2021

When it comes to financial literacy, where better to start than with retirement planning? As always, I'm here to help whenever you need it.

Have you developed a retirement withdrawal strategy or spending plan? Learn about retirement budgeting from New York Life and ensure that your savings last.

Now may be the time to consider turning your qualified retirement assets into guaranteed income for life. Contact me to ...
06/11/2021

Now may be the time to consider turning your qualified retirement assets into guaranteed income for life.

Contact me to discuss your options and learn more.

Million Plus Level Term Life Insurance gives you a way to protect your business, employees, and loved ones for less than...
06/11/2021

Million Plus Level Term Life Insurance gives you a way to protect your business, employees, and loved ones for less than you might expect. Watch this short video and then reach out for more info. https://bcove.video/3vw7P4x

Required minimum distributions are returning in 2021. Let’s talk about how you can prepare now with a deferred annuity f...
06/10/2021

Required minimum distributions are returning in 2021. Let’s talk about how you can prepare now with a deferred annuity from New York Life. Click here for more information.

Wouldn't it be nice if you had a consistent monthly income to rely on, even after you retire? Secure a steady income with deferred annuity from New York Life!

Address

1213 Culbreth Drive St 459
Matthews, NC
28105

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