Patrick Purcell is an investment advisor representative of Gradient Advisors, LLC, an SEC registered independent investment advisor, serving customers in Houston, Texas and surrounding communities. Patrick's mission is to provide local families and businesses with innovative financial strategies and planning that can lead to financial clarity and security.
President of Protos Wealth Management, Patrick has over 13 years of experience in financial services. Recognizing that everyone's economic and life situation is unique, Patrick focuses on developing comprehensive and custom-tailored financial plans that reflect each client's financial needs and goals.
President of Protos Wealth Management, Patrick has over 13 years of experience in financial services. Recognizing that everyone's economic and life situation is unique, Patrick focuses on developing comprehensive and custom-tailored financial plans that reflect each client's financial needs and goals.
Services
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. Although many Americans are familiar with the basics of Social Security, very few are able to figure out - on their own - exactly the best way to file so they can get the most out of all they have put in.
For most individuals, planning for retirement can be a very challenging undertaking. The days of relying solely on your pension and Social Security benefit to satisfy your income needs during retirement are long gone. In today's economic climate, historically low interest rates coupled with high market volatility rates have made planning for retirement difficult and more important than ever.
Our firm takes pride in providing comprehensive retirement planning services to our clients. We review our clients' wills, estate plans/trusts, taxes and insurance. Our comprehensive services integrate all aspects of our clients' financial picture in a coordinated effort to provide for financial clarity and multi-generational wealth.
As you near retirement, you may find that your attitude about risk begins to change. Protecting and preserving your wealth against market downturns should be an important part of your comprehensive retirement plan, because a significant reduction to your portfolio could potentially derail your retirement plans.
I am an investment advisor representative of Gradient Advisors, LLC, an SEC registered investment advisor serving customers in Houston, Texas and surrounding communities. My mission is to provide local families and businesses with innovative financial strategies and planning. As an investment advisor representative, I provide advice about securities to clients for a fee.
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