Patrick T. Davis, CSA®
CSA®, Certified Senior Advisor
Invest In A Life Lived Better
While wealth and affluence can be created in a single generation, sustaining legacies take longer. I help affluent families develope comprehensive plans to preserve their lifestyles, preserve their financial and social capital and help the generations that follow fulfill their important life goals.
You should never suffer a losing year in your financial plan… or even a single lost day.
You should always look forward to opening your account statements, because they always have good news and never any ugly surprises.
You should grow your wealth by a guaranteed and predictable amount every year.
You should become and remain your own source of financing – get access to your money when you need it on your terms.
And you should have the peace of mind that comes from knowing your legacy is in tact.
For 24 years I've helped my clients grow and preserve their wealth and legacy. Trust is built slowly and methodically. Let's explore the connection. I look forward to assisting you in accomplishing your financial objective.
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About
A Member of the Society of Certified Senior Advisors (CSA®). A Certified Senior Advisor (CSA®) is one of the leading designations for professionals who work with seniors and retirees. Those who have the CSA® designation demonstrate comprehensive experience in a wide range of issues that plague seniors such as their health, social issues, financial concerns and legal considerations. Learn more at www.csa.us
Patrick T. Davis, CSA®
Certified Senior Advisor (CSA®)
NPN: 7137980 GA LIC: 620653
Phone: (404) 729-3438