We all have dreams. Do you have a specific plan to achieve yours?
At Patriot Asset Advisors we have the credentials, experience, and expertise to assist you in building wealth, generating income, and minimizing your tax burden. Together we can define your dreams and design a plan to achieve them. You will have access to a personal dashboard to monitor your progress towards your goals. Patriot Asset Advisors is a fiduciary, fee-based financial planning firm.
Why Use a Certified Financial Planner CFP® Professional?
Certified Financial Planner CFP® Professionals have successfully completed advanced college-level courses, extensive training, and passed a rigorous board certification exam. Not all financial planners are certified. You wouldn’t build a home without the assistance of a state licensed and certified architect. So why would you design your retirement without CFP® professional advice?
At Patriot Asset Advisors you can work with a Certified Financial Planner CFP® Professional. CFP® professionals act as fiduciaries looking out for your interests above their own.
Goal-based retirement planning can be fun!
When deciding on a vacation, you plan around your dreams and desires. Retirement planning is not much different. You may be surprised to learn that Americans spend more time planning their vacations than they spend planning their retirements. At Patriot Asset Advisors we take a goal-based planning approach. We use easy to understand financial planning tools -- That makes a lot of sense! Check it out.
What is a fiduciary?
A fiduciary is an individual (or other) who is legally and ethically bound to work in the best interest of their client. A fiduciary does not allow any conflict of interest to influence their responsibilities. The hallmarks are: honesty, objectivity, knowledge, transparency and the “Golden Rule.” The “Golden Rule” is the idea of treating others as you would want to be treated.
Fee-based Financial Planners
We are fee-based planners, meaning we are independent and objective. We have a fiduciary responsibility to act in your best interest. Our success is directly correlated to your success. If you want a partner for your financial future that focuses on your priorities, acts in your best interest, and is not limited to specific financial products, come work with us.