UA-178553602-1

News and Insights

Financial planning and industry insights directly from your Trusted Advisors. Here you'll find thoughtful articles that can help guide your personal financial decisions and spark conversation with family and friends. We'll also share Team Patriot's latest updates.

Everyone Has a Plan

December 30, 2019 Financial Planning

Everyone has plans, right? Or are they dreams? How can you tell the difference? Let's explore this for a moment.

The True Investment

December 17, 2019 Financial Planning

Our society has always been fixated on wealth. Who has the most? How do I get more? Financial wealth has its drawbacks.

Do You Have a Financial Foundation?

December 2, 2019 Financial Planning

Mass and Energy

November 18, 2019 Financial Planning Retirement

Wealth of Time

November 4, 2019 Financial Planning Retirement

I want more wealth! But not the kind you think. I’m not talking about money; I’m talking about time.

Insurance When You're Newly Married

October 12, 2019 Financial Planning Industry Insights

Marriage changes everything, including insurance needs. Newly married couples should consider a comprehensive review of their current individual insurance coverage to determine if any changes are necessary.

Schedule time to meet