Financial and Estate Planning
Secure your financial future and achieve your goals with a focused and dedicated plan.
We'll help you create a plan that Aligns your purpose and goals with market reality.
With our fee-based approach you gain the peace of mind that comes with having a trusted partner on the same side of the table as you and with the same goals in mind. We always have your best ROI interests in mind. Count on that.
A Holistic Approach to Comprehensive Financial and Estate Planning
Patriot Advisory brings a holistic approach to financial and estate planning that starts by focusing on your goals and dreams first as opposed to a one size fits all approach. We devote extraordinary attention to conferring with clients and understanding their dreams and their personal values. Our clients know us and we want to know our clients well. We want to look beyond their financial goals to their life goals. Above all, we go to extraordinary lengths to match our recommendations and services to the individual client’s needs. During our initial discovery session, we cover the following checklist to ensure we have a complete picture, including retirement, legacy, and sudden money:
BROADER CATEGORIES:
- Cash Management
- Wealth Management
- Wealth Protection
- Transfer of Wealth
- Total assets (physical and monetary)
COMPREHENSIVE FINANCIAL AND ESTATE PLANNING
- Risk Management
- 401K Management
- Wealth Accumulation
- Wealth Distribution
- Retirement Income Planning
- Tax Free Income Planning
- Longevity Planning (LTC)
- Life Insurance
- College Planning
- Divorce
- Charitable Giving
- Federal & State Employee Benefits
- Liabilities and credit rating
- Compensation and benefits
- Cash flow and spending plans
- Tax considerations
- Education funding
- Retirement planning
- Estate planning and planned giving
- Insurance levels and risks (Life, Disability and Long-Term Care)
- Your identification of the Top 10 things to do before you retire
- Legacy funding desires
- How to best manage ‘sudden money’
We align your life goals with reality-based financial advice
Patriot Advisory Group is in the business of listening first and advising second. We are all about ensuring that you secure your life goals. You’ll notice right away that our unique approach makes us different from all other financial institutions and advisors out there.