Our holistic approach to financial planning looks at the whole you, not just your money. We can help you build wealth, of course, but there's more to it. We believe it's important to help you plan for all of life's major events: marriage, children, college, travel, and most importantly, the unexpected.
Your immediate financial concerns are different than your parents'; we understand that and work with you to create an individualized plan for your needs. Certified Financial Planner CFP(R) Professionals have successfully completed advanced college-level courses, extensive training, and passed a rigorous board certification exam.
Your immediate financial concerns are different than your parents'; we understand that and work with you to create an individualized plan for your needs. Certified Financial Planner CFP(R) Professionals have successfully completed advanced college-level courses, extensive training, and passed a rigorous board certification exam.
Services
When it comes to the important things in life you want them done right. Investment products have become a commodity, like seed corn or copper. However, sound and tailored investment planning advice is not a commodity. When it comes to your retirement, legacy, or business succession planning you want an experienced, objective, principled business partner.
Allen Stocker became a licensed financial professional in 1995. He worked at a large financial company for 14 years and built a substantial client base. Within a three-year period, that particular company experienced a buyout and two additional mergers. With that much unrest, Allen decided it was time to put his own name on the door.
Patriot Asset Advisors offers all the services of big-name financial planning corporations with the trustworthiness and client relationships that can only be found by working with a local independent business. Many large, multi-branch financial firms participate in "Revenue-Sharing" with large Annuity and Mutual Fund companies.
Retirement can be very exciting, but getting there can be intimidating. There are many ways to save for retirement and invest in your future, but despite what many may think, it's never too late to begin! We'll help you design a plan for your immediate goals and your legacy. Our experienced team will guide you every step of the way.
Managing the accumulation of money and planning for your family's future can feel like a daunting task. You may feel like you don't know where to start or like there are just too many outlets for managing your savings to even think about. Our trusted financial advisors will pair their decades of expertise with your individual goals and circumstances to create a unique plan for you and your family.
