{"id":562,"date":"2024-01-26T06:59:22","date_gmt":"2024-01-26T06:59:22","guid":{"rendered":"http:\/\/patadvisors.test\/?page_id=562"},"modified":"2024-03-13T08:58:41","modified_gmt":"2024-03-13T08:58:41","slug":"what-we-do","status":"publish","type":"page","link":"https:\/\/patadvisors.com\/what-we-do\/","title":{"rendered":"What We Do"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-page\" data-elementor-id=\"562\" class=\"elementor elementor-562\" data-elementor-post-type=\"page\">\n\t\t\t\t<div class=\"elementor-element elementor-element-07c9ef6 e-con-full e-flex e-con e-parent\" data-id=\"07c9ef6\" data-element_type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-358c8bd elementor-widget elementor-widget-gusto_page_intro\" data-id=\"358c8bd\" data-element_type=\"widget\" data-widget_type=\"gusto_page_intro.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\n        <div class=\"page-intro-w  imaged\" style=\"background-image: url(https:\/\/patadvisors.com\/wp-content\/uploads\/2024\/02\/AdobeStock_393614371-min-1600x840.jpeg)\">\n            <div class=\"page-intro__overlay\"><\/div>\n            <div class=\"container\">\n                <div class=\"page-intro\">\n                    <div class=\"page-intro__content\">\n                        <h1>What We Do<\/h1>                    <\/div>\n                <\/div>\n            <\/div>\n        <\/div>\n\n\n        \t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-0fa9306 e-flex e-con-boxed e-con e-parent\" data-id=\"0fa9306\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-18551c3 elementor-widget elementor-widget-heading\" data-id=\"18551c3\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<style>\/*! elementor - v3.21.0 - 30-04-2024 *\/\n.elementor-heading-title{padding:0;margin:0;line-height:1}.elementor-widget-heading .elementor-heading-title[class*=elementor-size-]>a{color:inherit;font-size:inherit;line-height:inherit}.elementor-widget-heading .elementor-heading-title.elementor-size-small{font-size:15px}.elementor-widget-heading .elementor-heading-title.elementor-size-medium{font-size:19px}.elementor-widget-heading .elementor-heading-title.elementor-size-large{font-size:29px}.elementor-widget-heading .elementor-heading-title.elementor-size-xl{font-size:39px}.elementor-widget-heading .elementor-heading-title.elementor-size-xxl{font-size:59px}<\/style><h2 class=\"elementor-heading-title elementor-size-default\">Our Dynamic Retirement Planning  <i>Works For You<\/i><\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-0a42663 elementor-widget elementor-widget-text-editor\" data-id=\"0a42663\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<style>\/*! elementor - v3.21.0 - 30-04-2024 *\/\n.elementor-widget-text-editor.elementor-drop-cap-view-stacked .elementor-drop-cap{background-color:#69727d;color:#fff}.elementor-widget-text-editor.elementor-drop-cap-view-framed .elementor-drop-cap{color:#69727d;border:3px solid;background-color:transparent}.elementor-widget-text-editor:not(.elementor-drop-cap-view-default) .elementor-drop-cap{margin-top:8px}.elementor-widget-text-editor:not(.elementor-drop-cap-view-default) .elementor-drop-cap-letter{width:1em;height:1em}.elementor-widget-text-editor .elementor-drop-cap{float:left;text-align:center;line-height:1;font-size:50px}.elementor-widget-text-editor .elementor-drop-cap-letter{display:inline-block}<\/style>\t\t\t\t<p>The foundation of our services is our four-step retirement planning process. Whether you plan to retire in the next few years or have already retired, our approach isn\u2019t a passive \u201cset-it-and-forget-it\u201d plan. Change is your principal constant, and you need a dynamic solution that keeps pace with the accelerating rate of change that impacts every phase of your financial life.<\/p><p>Working together, we\u2019ll address the concerns that keep you awake at night and track your progress toward a comfortable, secure retirement.<\/p><p>Our goal is to make your retirement years as fulfilling and worry-free as possible with a plan tailored just for you.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-99d8b1c e-flex e-con-boxed e-con e-parent\" data-id=\"99d8b1c\" data-element_type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-29f4218 e-flex e-con-boxed e-con e-child\" data-id=\"29f4218\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-cfb514f elementor-widget elementor-widget-heading\" data-id=\"cfb514f\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">An Easy Four-Step Process for Planning Your Retirement<\/h3>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-6da80f1 elementor-widget elementor-widget-text-editor\" data-id=\"6da80f1\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p>Have you envisioned what life will look like once you retire (or have already retired)? Our four-step process helps you define your retirement goals using proven financial planning, investing, and tax estrategies.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-69ed169 e-flex e-con-boxed e-con e-child\" data-id=\"69ed169\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-c81f16f e-transform e-con-full e-flex elementor-invisible e-con e-child\" data-id=\"c81f16f\" data-element_type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;,&quot;_transform_translateY_effect_hover&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:-5,&quot;sizes&quot;:[]},&quot;animation&quot;:&quot;fadeInUp&quot;,&quot;animation_delay&quot;:0,&quot;_transform_translateX_effect_hover&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:&quot;&quot;,&quot;sizes&quot;:[]},&quot;_transform_translateX_effect_hover_tablet&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:&quot;&quot;,&quot;sizes&quot;:[]},&quot;_transform_translateX_effect_hover_mobile&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:&quot;&quot;,&quot;sizes&quot;:[]},&quot;_transform_translateY_effect_hover_tablet&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:&quot;&quot;,&quot;sizes&quot;:[]},&quot;_transform_translateY_effect_hover_mobile&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:&quot;&quot;,&quot;sizes&quot;:[]}}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-68a4699 elementor-widget elementor-widget-image\" data-id=\"68a4699\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<style>\/*! elementor - v3.21.0 - 30-04-2024 *\/\n.elementor-widget-image{text-align:center}.elementor-widget-image a{display:inline-block}.elementor-widget-image a img[src$=\".svg\"]{width:48px}.elementor-widget-image img{vertical-align:middle;display:inline-block}<\/style>\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"100\" height=\"100\" src=\"https:\/\/patadvisors.com\/wp-content\/uploads\/2024\/02\/icon4.jpeg\" class=\"attachment-large size-large wp-image-8355\" alt=\"\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-38ba533 elementor-widget elementor-widget-heading\" data-id=\"38ba533\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h6 class=\"elementor-heading-title elementor-size-default\">Discovery and Defining Objectives<\/h6>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-ceb045d elementor-widget elementor-widget-button\" data-id=\"ceb045d\" data-element_type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"elementor-button-wrapper\">\n\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-sm\" href=\"#elementor-action%3Aaction%3Dpopup%3Aopen%26settings%3DeyJpZCI6IjgzMDIiLCJ0b2dnbGUiOmZhbHNlfQ%3D%3D\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">Learn More<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-d187f50 e-transform e-con-full e-flex elementor-invisible e-con e-child\" data-id=\"d187f50\" data-element_type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;,&quot;_transform_translateY_effect_hover&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:-5,&quot;sizes&quot;:[]},&quot;animation&quot;:&quot;fadeInUp&quot;,&quot;animation_delay&quot;:150,&quot;_transform_translateX_effect_hover&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:&quot;&quot;,&quot;sizes&quot;:[]},&quot;_transform_translateX_effect_hover_tablet&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:&quot;&quot;,&quot;sizes&quot;:[]},&quot;_transform_translateX_effect_hover_mobile&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:&quot;&quot;,&quot;sizes&quot;:[]},&quot;_transform_translateY_effect_hover_tablet&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:&quot;&quot;,&quot;sizes&quot;:[]},&quot;_transform_translateY_effect_hover_mobile&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:&quot;&quot;,&quot;sizes&quot;:[]}}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-1dd451e elementor-widget elementor-widget-image\" data-id=\"1dd451e\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"200\" height=\"200\" src=\"https:\/\/patadvisors.com\/wp-content\/uploads\/2024\/02\/output_image.jpeg\" class=\"attachment-large size-large wp-image-8356\" alt=\"\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-560b5d3 elementor-widget elementor-widget-heading\" data-id=\"560b5d3\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h6 class=\"elementor-heading-title elementor-size-default\">Build a Financial <br\/> Plan<\/h6>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-9373d03 elementor-widget elementor-widget-button\" data-id=\"9373d03\" data-element_type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"elementor-button-wrapper\">\n\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-sm\" href=\"#elementor-action%3Aaction%3Dpopup%3Aopen%26settings%3DeyJpZCI6IjgzMzQiLCJ0b2dnbGUiOmZhbHNlfQ%3D%3D\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">Learn More<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-a5f617d e-transform e-con-full e-flex elementor-invisible e-con e-child\" data-id=\"a5f617d\" data-element_type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;,&quot;_transform_translateY_effect_hover&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:-5,&quot;sizes&quot;:[]},&quot;animation&quot;:&quot;fadeInUp&quot;,&quot;animation_delay&quot;:300,&quot;_transform_translateX_effect_hover&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:&quot;&quot;,&quot;sizes&quot;:[]},&quot;_transform_translateX_effect_hover_tablet&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:&quot;&quot;,&quot;sizes&quot;:[]},&quot;_transform_translateX_effect_hover_mobile&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:&quot;&quot;,&quot;sizes&quot;:[]},&quot;_transform_translateY_effect_hover_tablet&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:&quot;&quot;,&quot;sizes&quot;:[]},&quot;_transform_translateY_effect_hover_mobile&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:&quot;&quot;,&quot;sizes&quot;:[]}}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-74a15f0 elementor-widget elementor-widget-image\" data-id=\"74a15f0\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"100\" height=\"100\" src=\"https:\/\/patadvisors.com\/wp-content\/uploads\/2024\/02\/icon2.jpeg\" class=\"attachment-large size-large wp-image-8357\" alt=\"\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-fc81005 elementor-widget elementor-widget-heading\" data-id=\"fc81005\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h6 class=\"elementor-heading-title elementor-size-default\">Create an Investment Strategy<\/h6>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-66470b1 elementor-widget elementor-widget-button\" data-id=\"66470b1\" data-element_type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"elementor-button-wrapper\">\n\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-sm\" href=\"#elementor-action%3Aaction%3Dpopup%3Aopen%26settings%3DeyJpZCI6IjgzMzciLCJ0b2dnbGUiOmZhbHNlfQ%3D%3D\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">Learn More<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-708a69f e-transform e-con-full e-flex elementor-invisible e-con e-child\" data-id=\"708a69f\" data-element_type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;,&quot;_transform_translateY_effect_hover&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:-5,&quot;sizes&quot;:[]},&quot;animation&quot;:&quot;fadeInUp&quot;,&quot;animation_delay&quot;:450,&quot;_transform_translateX_effect_hover&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:&quot;&quot;,&quot;sizes&quot;:[]},&quot;_transform_translateX_effect_hover_tablet&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:&quot;&quot;,&quot;sizes&quot;:[]},&quot;_transform_translateX_effect_hover_mobile&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:&quot;&quot;,&quot;sizes&quot;:[]},&quot;_transform_translateY_effect_hover_tablet&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:&quot;&quot;,&quot;sizes&quot;:[]},&quot;_transform_translateY_effect_hover_mobile&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:&quot;&quot;,&quot;sizes&quot;:[]}}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-f94ddce elementor-widget elementor-widget-image\" data-id=\"f94ddce\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"100\" height=\"100\" src=\"https:\/\/patadvisors.com\/wp-content\/uploads\/2024\/02\/icon3.jpeg\" class=\"attachment-large size-large wp-image-8358\" alt=\"\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-83527a1 elementor-widget elementor-widget-heading\" data-id=\"83527a1\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h6 class=\"elementor-heading-title elementor-size-default\">Regular Retirement Wellness Checkup<\/h6>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-9e13132 elementor-widget elementor-widget-button\" data-id=\"9e13132\" data-element_type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"elementor-button-wrapper\">\n\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-sm\" href=\"#elementor-action%3Aaction%3Dpopup%3Aopen%26settings%3DeyJpZCI6IjgzNDAiLCJ0b2dnbGUiOmZhbHNlfQ%3D%3D\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">Learn More<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-846e381 e-flex e-con-boxed e-con e-parent\" data-id=\"846e381\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-50728f4 elementor-widget elementor-widget-heading\" data-id=\"50728f4\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Robust Wealth Services for Your Needs<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-5bac991 e-flex e-con-boxed e-con e-child\" data-id=\"5bac991\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-d1b2e5a e-flex e-con-boxed elementor-invisible e-con e-child\" data-id=\"d1b2e5a\" data-element_type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;,&quot;animation&quot;:&quot;fadeInUp&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-bc5090d elementor-widget elementor-widget-image\" data-id=\"bc5090d\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"647\" height=\"600\" src=\"https:\/\/patadvisors.com\/wp-content\/uploads\/2024\/01\/Financial-Planning.png\" class=\"attachment-large size-large wp-image-565\" alt=\"\" srcset=\"https:\/\/patadvisors.com\/wp-content\/uploads\/2024\/01\/Financial-Planning.png 647w, https:\/\/patadvisors.com\/wp-content\/uploads\/2024\/01\/Financial-Planning-500x464.png 500w, https:\/\/patadvisors.com\/wp-content\/uploads\/2024\/01\/Financial-Planning-539x500.png 539w\" sizes=\"(max-width: 647px) 100vw, 647px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-72c8d03 elementor-widget elementor-widget-heading\" data-id=\"72c8d03\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h5 class=\"elementor-heading-title elementor-size-default\"><a href=\"\/investment-management\/\">Financial <br\/>Planning<\/a><\/h5>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-797aed2 e-flex e-con-boxed elementor-invisible e-con e-child\" data-id=\"797aed2\" data-element_type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;,&quot;animation&quot;:&quot;fadeInUp&quot;,&quot;animation_delay&quot;:200}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-95850d7 elementor-widget elementor-widget-image\" data-id=\"95850d7\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"539\" height=\"500\" src=\"https:\/\/patadvisors.com\/wp-content\/uploads\/2024\/01\/RetirementPlanning.png\" class=\"attachment-large size-large wp-image-568\" alt=\"\" srcset=\"https:\/\/patadvisors.com\/wp-content\/uploads\/2024\/01\/RetirementPlanning.png 539w, https:\/\/patadvisors.com\/wp-content\/uploads\/2024\/01\/RetirementPlanning-500x464.png 500w\" sizes=\"(max-width: 539px) 100vw, 539px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-7eb3b52 elementor-widget elementor-widget-heading\" data-id=\"7eb3b52\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h5 class=\"elementor-heading-title elementor-size-default\"><a href=\"\/retirement-planning\/\">Retirement <br\/>Planning<\/a><\/h5>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-647663f e-flex e-con-boxed elementor-invisible e-con e-child\" data-id=\"647663f\" data-element_type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;,&quot;animation&quot;:&quot;fadeInUp&quot;,&quot;animation_delay&quot;:400}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-b1e8327 elementor-widget elementor-widget-image\" data-id=\"b1e8327\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"539\" height=\"500\" src=\"https:\/\/patadvisors.com\/wp-content\/uploads\/2024\/01\/Investment-Management.png\" class=\"attachment-large size-large wp-image-567\" alt=\"\" srcset=\"https:\/\/patadvisors.com\/wp-content\/uploads\/2024\/01\/Investment-Management.png 539w, https:\/\/patadvisors.com\/wp-content\/uploads\/2024\/01\/Investment-Management-500x464.png 500w\" sizes=\"(max-width: 539px) 100vw, 539px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-79a64d5 elementor-widget elementor-widget-heading\" data-id=\"79a64d5\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h5 class=\"elementor-heading-title elementor-size-default\"><a href=\"\/investment-management\/\">Investment <br\/> Management<\/a><\/h5>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-02747c8 e-flex e-con-boxed elementor-invisible e-con e-child\" data-id=\"02747c8\" data-element_type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;,&quot;animation&quot;:&quot;fadeInUp&quot;,&quot;animation_delay&quot;:600}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-4cda32e elementor-widget elementor-widget-image\" data-id=\"4cda32e\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"539\" height=\"500\" src=\"https:\/\/patadvisors.com\/wp-content\/uploads\/2024\/01\/Insurance-Consulting.png\" class=\"attachment-large size-large wp-image-566\" alt=\"\" srcset=\"https:\/\/patadvisors.com\/wp-content\/uploads\/2024\/01\/Insurance-Consulting.png 539w, https:\/\/patadvisors.com\/wp-content\/uploads\/2024\/01\/Insurance-Consulting-500x464.png 500w\" sizes=\"(max-width: 539px) 100vw, 539px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-06dc669 elementor-widget elementor-widget-heading\" data-id=\"06dc669\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h5 class=\"elementor-heading-title elementor-size-default\"><a href=\"\/insurance-planning\/\">Insurance <br\/>Planning<\/a><\/h5>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-25954eb e-flex e-con-boxed e-con e-parent\" data-id=\"25954eb\" data-element_type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-f858b94 elementor-widget elementor-widget-heading\" data-id=\"f858b94\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Ready to take control of your financial future?<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-ba968ca elementor-widget elementor-widget-heading\" data-id=\"ba968ca\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Get a Free Retirement Readiness Checkup<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-9c900a8 elementor-widget elementor-widget-text-editor\" data-id=\"9c900a8\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p><strong>A simple process to assess your probabilities of a successful retirement.<\/strong><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-e138570 elementor-widget elementor-widget-gusto_button\" data-id=\"e138570\" data-element_type=\"widget\" data-widget_type=\"gusto_button.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\n        <a class=\"btn btn-primary \" href=\"https:\/\/info.patadvisors.com\/free-retirement-checkup\" target=\"_blank\">\n            Let's Get Started            <i class=\"gusto-icon-chevron-thin-right\"><\/i>\n        <\/a>\n\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>What We Do Our Dynamic Retirement Planning Works For You The foundation of our services is our four-step retirement planning process. Whether you plan to retire in the next few years or have already retired, our approach isn\u2019t a passive \u201cset-it-and-forget-it\u201d plan. Change is your principal constant, and you need a dynamic solution that keeps [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"content-type":"","episode_type":"","audio_file":"","cover_image":"","cover_image_id":"","duration":"","filesize":"","date_recorded":"","explicit":"","block":"","filesize_raw":"","footnotes":""},"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v22.6 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>What We Do - Patriot Asset Advisors<\/title>\n<meta name=\"description\" content=\"The foundation of our services is our four-step retirement planning process a dynamic solution that keeps pace with the rate of change.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/patadvisors.com\/what-we-do\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"What We Do - 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Patriot Asset Advisors","og_description":"The foundation of our services is our four-step retirement planning process a dynamic solution that keeps pace with the rate of change.","og_url":"https:\/\/patadvisors.com\/what-we-do\/","og_site_name":"Patriot Asset Advisors","article_modified_time":"2024-03-13T08:58:41+00:00","og_image":[{"url":"https:\/\/patadvisors.com\/wp-content\/uploads\/2024\/02\/icon4.jpeg"}],"twitter_card":"summary_large_image","twitter_misc":{"Est. reading time":"3 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/patadvisors.com\/what-we-do\/","url":"https:\/\/patadvisors.com\/what-we-do\/","name":"What We Do - Patriot Asset Advisors","isPartOf":{"@id":"https:\/\/patadvisors.com\/#website"},"primaryImageOfPage":{"@id":"https:\/\/patadvisors.com\/what-we-do\/#primaryimage"},"image":{"@id":"https:\/\/patadvisors.com\/what-we-do\/#primaryimage"},"thumbnailUrl":"https:\/\/patadvisors.com\/wp-content\/uploads\/2024\/02\/icon4.jpeg","datePublished":"2024-01-26T06:59:22+00:00","dateModified":"2024-03-13T08:58:41+00:00","description":"The foundation of our services is our four-step retirement planning process a dynamic solution that keeps pace with the rate of change.","breadcrumb":{"@id":"https:\/\/patadvisors.com\/what-we-do\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/patadvisors.com\/what-we-do\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/patadvisors.com\/what-we-do\/#primaryimage","url":"https:\/\/patadvisors.com\/wp-content\/uploads\/2024\/02\/icon4.jpeg","contentUrl":"https:\/\/patadvisors.com\/wp-content\/uploads\/2024\/02\/icon4.jpeg","width":100,"height":100},{"@type":"BreadcrumbList","@id":"https:\/\/patadvisors.com\/what-we-do\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/patadvisors.com\/"},{"@type":"ListItem","position":2,"name":"What We Do"}]},{"@type":"WebSite","@id":"https:\/\/patadvisors.com\/#website","url":"https:\/\/patadvisors.com\/","name":"Patriot Asset Advisors","description":"","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/patadvisors.com\/?s={search_term_string}"},"query-input":"required name=search_term_string"}],"inLanguage":"en-US"}]}},"_links":{"self":[{"href":"https:\/\/patadvisors.com\/wp-json\/wp\/v2\/pages\/562"}],"collection":[{"href":"https:\/\/patadvisors.com\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/patadvisors.com\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/patadvisors.com\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/patadvisors.com\/wp-json\/wp\/v2\/comments?post=562"}],"version-history":[{"count":94,"href":"https:\/\/patadvisors.com\/wp-json\/wp\/v2\/pages\/562\/revisions"}],"predecessor-version":[{"id":8650,"href":"https:\/\/patadvisors.com\/wp-json\/wp\/v2\/pages\/562\/revisions\/8650"}],"wp:attachment":[{"href":"https:\/\/patadvisors.com\/wp-json\/wp\/v2\/media?parent=562"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}