David Yates has been assisting clients with benefits planning for over 25 years. His practice is focused on retirees, educators, veterans and their family members. He understands Medicare, special needs and Medicaid planning through his association with elder law networks. He has a degree in Tax and Finance from Baylor University.
David believes that its important to be happy with your current benefits and to review new plan options when available. He is available via telephone or virtual meeting format.