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 almost 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 with many years of service experience.. You can count on precise expertise, unbiased recommendations, and a world class customer experience.

Here's how I and my associates can help.

PERMANENT LIFE INSURANCE

Dividend paying permanent whole life insurance can provide a tax-efficient way to accumulate cash, fund your estate, protect your children’s future – or anything else you might need money for down the road. Your family will remain financially secure, no matter how long you live.

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. Any of these can be financially overwhelming–especially if you and your family are unprepared. Without enough coverage, costs associated with care can deplete your savings rapidly.

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

TAX DEFERRED ANNUITIES

Annuities are an excellent way for members to diversify their savings and potentially earn much more interest than CDs or savings accounts. Advantages include tax-deferred accumulation of interest, a guaranteed competitive interest rate, multiple payout options, and a nursing home waiver.

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.

EASY ISSUE LIFE POLICY

This plan gives peace of mind and protects your family from the high cost of your final expenses. Even if you have had health problems before, this plan is available to you.

There are no medical exams, premium increases, or decreases in coverage due to age or health. Our skilled agents clearly and carefully explain tax advantages and other features.

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