FINANCIAL PLAN
Offering investment management and Planning for Retirement, Insurance, College, Estate planning strategies, and more
Your Valued Partner For Financial Planning And Investment Solutions
Patrick Gill with LPL Financial has over 20 years of experience as a financial advisor. We will craft you a tailored financial program and will lead you through a systematic approach. Once your goals and objectives are established, we will customize strategies to align with your vision and goals. The key areas of focus encompass:
INVESTMENT PLANNING
We can help you analyze your risk tolerance. Then identify your current asset allocation, risk level, and efficiency of your current investment portfolio. We then develop a suitable investment solution. Our team has access to Institutional money management reserved for only the top financial planning groups in the country.
Financial Planning
Are you on track to reach your financial goals? We will help you indicate “red flags,” errors, or omissions in your current financial plan.
RETIREMENT PLANNING
Effectively manage assets before and during retirement, optimizing benefits from employer-sponsored retirement plans and individual retirement accounts. Develop a timeframe for retirement. Determine if and when you can retire at the level you would like.
EDUCATION FUNDING
Analyze what your education funding goals will cost. Offering recommendations for investment and savings plans to support your children's educational expenses.
RISK MANAGEMENT
Evaluate current insurance coverage, suggest policy adjustments or enhancements as needed, and source fitting products for your circumstances.
ESTATE PLANNING strategies
Collaborate with either your estate planning attorney, or our in-house tax and legal advisors to safeguard your estate for your chosen beneficiaries, minimizing estate taxes and probate expenses.
Tax preparation and planning
We have tax preparers on our team or can work hand in hand with your existing tax relationship.
Bookkeeping
For business owners - we work together with our strategic partners to help with your bookkeeping needs.
Let’s Get Connected
Have questions? Feel free to reach out to us, and we will be happy to answer all your questions.