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Why We’re Different
About
- Meet the Team
- Our Story
What We Do
Are We Right for You?
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Menu

Home
Why We’re Different
About
- Meet the Team
- Our Story
What We Do
Are We Right for You?
Pricing
Special Reports

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.

Dream

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

Plan

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.

Achieve

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

The best part? You can get our financial planning service for a one-time fee of $549.

About Patriot Asset Advisors

With over 55 years of combined experience, Patriot Asset Advisors helps successful people more effectively prepare for the future. Our unique small team of wealth managers, financial planners and tax professionals bring you the strategies you need to preserve your wealth, minimize your taxes and create a confident retirement. While we’re based in Licking County, Ohio, we serve clients nationwide.

Read our free Special Reports

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Patriot Asset Advisors
7889 East Broad Street SW
(Mail to: PO Box 933)
Pataskala, OH 43062
(614) 944-5225
info@patadvisors.com

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