Refer Us

Know someone who needs help? Here’s how to connect us.

Thank you for placing your trust in us and referring your loved ones

At Patriot we don’t take this honor lightly and are grateful that you’d like to share our services. Below you will find some information about the services we offer and who we can help.

Services We Offer

In addition to the services you are currently using, we offer many other solutions that may meet the needs of your loved one.


  • Cash Management
  • Wealth Management
  • Wealth Protection
  • Wealth Transfer
  • Total assets (physical and monetary)


  • 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
  • Income planning in retirement
  • 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’

Who We Can Help

Do you have a loved one that is going through a change in circumstance or a life event? We can help. This could include:

  • Inheritance/Windfall
  • Death of spouse
  • Sale of business
  • Nearing retirement
  • Loss of parent
  • Insurance settlement 
  • Major Promotion

Send Us a Referral

Please let your loved one know that we will be reaching out and to expect our call. Thank you.

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