ASSITED CARE INSURANCE

Today, the costs of nursing homes and elderly care is continuing to rise. If you plan now, you can provide you and your family with the coverage you need to protect your assets and maintain financial security that you may need later in life. In general, if you can’t perform daily activities because of an impairment as a result of a mental impairment, chronic illness or disability, you will need long term or short term care. This would include the assistance you could need if you are unable to take care of yourself for a period of time. Mature adults today have almost a 70% chance of needing some type of hands-on care and support in their remaining years. Insure yourself now to get the care you will more than likely need later on. Click on the short video below and get informed. Thank you and I look forward to helping you get insured.

Plan now while you are in decent health. You cannot get this coverage after you need it.

Patrick T. Davis, CSA ®

Certified Senior Advisor (CSA®).  

A seasoned wealth advisor for 24 years, Patrick takes personal pride in assisting retired educators, executives, entrepreneurs, and professionals preserve their nest eggs through customized financial planning strategies.  He focuses both 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.

Patrick’s practice spans wealth conservation, individual and family insurance planning, asset protection and retirement financial concerns. He regularly addresses audiences of retirees on new and upcoming developments in thess areas.  By using his knowledge and expertise he can identify the best solutions for seniors’ needs.

Education: 

Educated at Tennessee State University and The American College of Financial Services, Patrick holds the Life and Health Insurance license and is a member of The Society of Certified Senior Advisors (CSA®).  The Society of Certified Senior Advisors (SCSA) educates and certifies professionals who work with seniors and retirees. Those who have the CSA® designation demonstrate comprehensive experience in a wide range of issues that are important to retired adults.  Given the complex nature of retiree concerns, many choose to find a Certified Senior Advisor (CSA) to help them navigate their options.  By creating a network of qualified professionals, SCSA strives to create a strong and safe environment for seniors and those working with them.

Learn more here: 

 https://www.csa.us/about-society-of-certified-senior-advisors/

Patrick and his wife Janet are proud parents of three adult children. They enjoy spending time traveling and volunteering in the Rockdale County Georgia community.

Contact Me:

Have a question? Want to start a dialog? Please fill in the form below and I will reach out to you promptly. Stay in good health until we meet. Thank you.

Invest in yourself, you can afford it.

Patrick T. Davis, CSA ®

Certified Senior Advisor (CSA®). 

24 Years of Service

NPN: 7137980   GA LIC: 620653

Call: (404) 729-3438

Georgia