Keeping Planning Simple

Financial planning comes down to a few key things: knowing where you stand financially, identifying your financial goals, and building a plan to reach those goals. 
Here's how I and my associates can hep. 

Here's how I and my associates can help.

Permanent Life Insurance 

Permanent life insurance helps your family remain financially secure, no matter how long you live.

Dividend paying permanent insurance can provide a tax-efficient way to save for retirement, your children’s future – or anything else you might need money for down the road.

The living benefits in your life insurance policy can help financially if you’re diagnosed with a qualifying critical, chronic or terminal illness.

Short Term Care Insurance

It’s easy to feel confident if you’re in great shape, but accidents and sudden illnesses can cause health concerns stemming from issues like hip, knee and back problems; a heart attack; stroke; cancer; and Alzheimer’s.

Injuries and chronic illnesses strike people of all ages, both working and retired, and can be financially overwhelming–especially if you and your family are unprepared. Without enough coverage, costs associated with care can deplete your savings.

Short-Term Recovery Care insurance affords you the ability to recover from injury and illness, at home or at a nursing facility, on your own terms without breaking the bank. 

IRA Rollovers

An IRA rollover is the process of moving funds from one retirement account, like a 401(k), into an Individual Retirement Arrangement (IRA). This tax-free transaction is commonly used when changing jobs or retiring and can provide more investment options and flexibility.  Don’t go it alone. We are here to help you.

Patrick T. Davis, CSA®

CSA®, Certified Senior Advisor, 24 YEARS

​My goal with every client is to create safe and secure financial solutions through education, mutual trust, and respect.

We have the partnerships, the experience, and the financial product portfolio to solve and assist any scenario.

I and my network of associates focus on maintaining the highest level of customer service and attention to detail possible, and on seeking to deliver the most effective technology, reporting tools and analysis to every client. 

Our team is comprised of people with different kinds of finance experience and we all have a common commitment to ethics and integrity. We’re all fully licensed and credentialed. And you can count on precise expertise, unbiased recommendations, impartial guidance, and a world class customer experience.

Patrick T. Davis, CSA®

Certified Senior Advisor (CSA®)

24 Years of Service

Conyers, GA 30012

NPN: 7137980   GA LIC: 620653

Call: (404) 729-3438

Serving the Citizens of Georgia