Patrick T. Davis, CSA ®
Certified Senior Advisor (CSA®). A Certified Senior Advisor (CSA®) is one of the leading designations for professionals who work with retired adults. Those who have the CSA® designation demonstrate comprehensive experience in a wide range of issues that plague retired adults such as their health, social issues, financial concerns, and legal considerations. Given the complex nature of those concerns, many choose to find a Certified Senior Advisor (CSA) to help them navigate their options.
Wealth Preservation
- IRA Conversion
- 401(k), 403(b) Rollover
- IRA to Roth IRA Conversion
- S&P 500 Indexed Annuities
- Fixed Income Annuities
Insurance Consulting
- Long Term Care Insurance
- Short Term Care Insurance
- Home Care Insurance
- Income Replacement Disability Insurance
- Life Insurance
24 Years of Service
NPN: 7137980 GA LIC: 620653
Call: (404) 729-3438
Centennial Olympic Parkway
Conyers, Georgia 30013
Partners
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