We at Patriot Asset Advisors believe that financial advice is about connecting your investments to the things that are important to you.

We look forward to securing your wealth to what matters most in your life. After all, your life, finances, and happiness are all connected by specific moments that decide where and how you spend your time. And our goal at Patriot Asset Advisors is to develop a plan in which your retirement is all about how and where you spend your time.

We could not have stated the following information any more clearly than one of our strategic partners, SEI Private Trust.  The four common investing mistakes seem simple,  yet every year seasoned investors find themselves following the latest trend offered by a myriad of experts and the various “talking heads” that are everywhere nowadays.

We have also attached a piece that outlines the six steps that can help you achieve your goals. From portfolio design to managing your risk. Again, these are simple steps that have been proven over time,  and can deliver the comfort, that market fluctuations will not make you second guess your plan.

We hope these simple concepts will help guide you to achieve your comfortable retirement. So that when you are in control of your time, you have financial assets available to choose how and where you spend it. We hope you enjoy the quick read and do not hesitate to contact us with any questions.