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Senior Advantage

Helping You Prepare

for financial independence

Providing Financially

and sound retirement income

Client Focused

personalized approach

Income Stability

Retirees Need

Legacy Planning
Long-Term Care
Medicare
Retirement Planning
Social Security Maximization
Tax Planning

Senior Advantage, LLC

Senior Advantage, LLC is a full service estate and financial planning firm in sunny St. George, Utah. David Polatis, is the Principle and Certified Estate Planner as well as an Investment Advisor Representative with over 25 years of experience advising seniors, retirees and pre-retirees in the area of investments, income and legacy planning.

His expertise focus’ in the area of assisting individuals in avoiding common, costly financial mistakes as it relates to government benefits. Additionally, his firm offers many estate and retirement planning services such as assistance with asset protection and insurance related needs.

Writing Your Retirement

Retirement Planning

Our Firm takes pride in providing comprehensive retirement planning services to our clients. We review our clients’ wills, estate plans/trusts, taxes and insurance...

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Legacy Planning

Proper legacy planning and preservation is a cornerstone of any successful retirement plan and helps ensure that your wishes will be respected and your loved ones taken care of...

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Social Security Maximization

Your Social Security retirement benefit represents a lifetime’s worth of savings, time, and work, and is most likely your oldest and largest retirement account...

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Contact

admin@seniorad.com
(435) 986-9222
1240 E 100 S
Suite #3
St. George, UT 84790
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Senior Advantage, LLC | All Rights Reserved. All written content on this site is for information purposes only. Opinions expressed herein are solely those of Senior Advantage, LLC and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual financial professional prior to implementation. Insurance products and services are offered through Senior Advantage, LLC.
Senior Advantage, LLC and David Polatis are not affiliated with or endorsed by the Social Security Administration or any government agency. This content is for informational purposes only and should not be used to make any financial decisions.
Exclusive rights to this material belongs to GPS. Unauthorized use of the material is prohibited.