Financial And Retirement Planning

Financial Planning That Motivates

Financial planning is more than just numbers.  Instead, it’s the vehicle by which you can make your life’s dreams a reality.  But you have to be consistent with it to achieve those types of results.

A Plan You’ll Want to Use

Financial planning is essential, but numbers on a page are not always engaging.  At Patriot Asset Advisors, we use an online financial planning platform that’s both attractive and functional.  It is interactive, user-friendly, and fun to use.  This can keep you more engaged with your critically important financial plan.

Not only can you see the details that matter, but you’ll also see everything in ways that are motivating…so you have the best chance of succeeding.


Share your dreams for the future with us. We are trustworthy partners that will help direct you in making sound financial decisions.


Keeping your goals in mind, together, we can create a financial plan that is specifically tailored to you – a plan you can understand and easily monitor.


We want you to successfully meet your future. Our experience, expertise, and personal attention will help you achieve your dreams and goals.

Not Just Investments

Your financial life involves a lot more than just investments, so our financial planning reflects that.  Our planning covers many areas of your financial life, including:

  • Your other investment assets, held with Patriot or held elsewhere
  • Other assets, including real estate and business interests
  • Retirement income planning
  • Social Security
  • Medicare planning
  • Long-term care and health care expense planning
  • Retirement and Retirement Income Planning
  • Estate Planning
  • Charitable Giving Planning
  • College Funding
  • Insurance Review and Planning