Our business specializes in helping retirees, individuals within 15 years of retirement, and business owners. Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your risk tolerance.
Services
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
My reason for becoming a financial professional was deeply personal. I repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. My main mission is simplify the complicated subject of finance to help my clients pair their money with their passions.
Our purpose is to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that's designed to address your individual situation. From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming.
Our firm specializes in helping individuals develop sound retirement strategies. If you are retired - or approaching retirement - please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
Manage personal affairs while you're alive and control the distribution of wealth upon your death. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals. Steps to consider so you can potentially accumulate the money you'll need to pursue the retirement activities you want.
Reviews (2)
Andrew Edelen
Apr 22, 2021
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Walked into this business with what I felt was a million questions and when I left, I had an answer to all of them. Patrick was incredible and very knowledgeable with his business. He seemed to go above and beyond for me. Truly thankful I found this man and I look forward to continue to do business with him.
Chris Hancock
Feb 08, 2021
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The thought of rolling over my old 401Ks from previous employers into an IRA was a daunting task that I kept pushing off. Patrick helped us every step of the way and he made it look simple...piece of cake! He also helped build our confidence with understanding our personal finances and spending habits. He is very responsive and will give you his complete attention and respect. I fully trust Patrick with planning our financial future!
