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You need better strategies in today’s complex financial landscape. At Patriot Asset Advisors, we bring financial planning, investment management, retirement income, tax and estate planning expertise together under one roof. Our unique team works together to help you make the most of your resources.
Cookie-cutter financial planning and investment can leave your future at risk. That’s why we do it differently.
Better strategies to preserve and grow wealth, generate income and reduce your taxes
Here’s what you can expect when you work with Patriot:
“It’s not important until it’s important.”
We have all heard this expression before. And it is so true when it comes to retirement planning.
Most people don’t start putting their thoughts together until their mid-50’s. Sure you have thoughts of your time being your own, but the financial side of how to pay for that free time should not be left to “I’ll figure it out at that time.”
So, answer these questions now –
When does retirement start?
What will it cost?
Can my plan adapt as my life changes?
Usually, these questions create more questions. Patriot has a process that simplifies the actions you need to take now to achieve a Comfortable retirement.
You’ve worked hard to get where you are, so your money shouldn’t have to be part of anyone’s learning curve. At Patriot Asset Advisors, you’ll only work with seasoned experts, each with decades of investment, planning or tax experience. Our team works together to help solve your financial challenges and get your money working harder for you.
On Your Side
In an industry rife with conflicts of interest, you need a firm that works in your best interest. As an independent firm, we have no ties to insurance or mutual fund companies. We’re fee-based, meaning we’re compensated by fees, not commissions. We also act as your fiduciary, so we’re ethically bound to put your interests first. That way, you get our best advice…not product recommendations.
Personalized solutions to help your money work harder for you
The Patriot Retirement Check-Up
We know it’s a big decision to hire or switch advisors. That’s why we provide an easy way to try us out. At the same time, you can get a valuable second opinion to find out if you’re on track to retire. There’s no pressure, and either way, you’ll walk away with valuable insights on what you should be doing to secure your future.