Senior Advantage, LLC focuses on financial questions, answers and solutions for our clients at every aspect and stage of their lives.
Including the goals our clients have set for themselves, the issues they may have and the struggles that may keep them up at night.
President & Founder
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 focuses in the area of wealth preservation and income maximization in retirement. He also specializes in developing financial and estate plans that chronicle the effects of inflation, taxation, market risk, government entitlements and healthcare needs. Because he believes education is the key to understanding the risks and opportunities associated with retirement and is essential to financial success, he sponsors a number of community educational seminars each year on a variety of estate and financial planning subjects. David wants to help retirees understand what effect distributions from their tax-qualified retirement plans will have on their social security, over-all income and taxation. Additionally, they must recognize the role Medicare, Medicaid, Veteran Benefits and other government entitlements can have on retirement.
David attended Brigham Young University-Hawaii in 1981, he then transferred to Utah State University in January of 1983 as a Political Science Major. In the fall of 1984, he enrolled in the accounting program at the University of California at Los Angles. He completed the Certification for Estate Planning at Florida State University in December of 2003 as part of Florida State University’s Financial Planning Program. David expanded his practice opening offices in Tallahassee, Florida in 1999 and Valdosta, Georgia in 2000. In May of 2009, he credentialed as a Certified Estate Planner and member of the National Institute of Certified Estate Planners.
David and his wife, Shauna, married in 1988 in Southern California. He began his planning career in 1989 as a Life and Health agent in California. In 1990 they made St. George, Utah their home. They have 4 sons, 2 daughters in-law with 2 grandchildren on the way. He enjoys spending his free time with his family exploring the outdoors in Jeeps and ATV’s, bow hunting, long rifle target and defensive hand gun training. Several times a week, you might see him cruising on his motorcycle to the office, or on a winding road through one of the State or National Parks of the Southwest.
Travis Polatis, Client Relations Manager