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.
BROADER CATEGORIES:
Cash Management
Wealth Management
Wealth Protection
Wealth Transfer
Total assets (physical and monetary)
COMPREHENSIVE FINANCIAL 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
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.