How We Help
It starts with your best interests, first.
01
First Step
Discovery Meeting
During this meeting we learn more about your unique situation and goals. We’ll talk about what you like about your current financial path and areas you would like more confidence and clarity in. (Virtual or in office meeting, approx. 45-60 min)
02
Second Step
Current Plan Analysis
Together, we will review the results of your current retirement path so you have a solid understanding where you are and what you need to do to pursue your desired outcomes. (Virtual or in office meeting, approx. 60-90 min)
03
Third Step
Personalized Action Plan
Here is the exciting part. We will deliver and review your personalized action plan that includes a step by step roadmap. We are with you every step of the way to ensure your action plan is properly implemented.
04
Fourth Step
All together Now
You will now have access to some of the best financial technology available. By using Blueleaf, our account aggregation partner, you will be able to securely sync all of your household accounts in one spot. This also syncs account values to your financial planning software so there is constant monitoring of your plan.
05
Fifth Step
Review & Update
Holistic planning is not a set it and forget it approach. Within the first few months of implementing your action plan, we will meet to review and answer any questions you have, and make changes as necessary.
Get started with Patriot Wealth today.
Retirement Planning
Preparing for retirement requires a different approach than simply building wealth. We help clients navigate the transition from saving for retirement to living in retirement, developing personalized strategies designed to protect their assets, create sustainable income, and provide the confidence to enjoy the years ahead.
More on Retirement Planning
Income Planning
A thoughtfully structured retirement income strategy can provide greater confidence and financial peace of mind. We help clients develop personalized plans focused on creating reliable income, managing withdrawal risks, and making their retirement savings last throughout their retirement years.
More on Income Planning
Portfolio Management
We believe a disciplined, research-informed investment approach helps investors navigate market uncertainty, minimize emotional decision-making, and remain focused on their long-term financial goals.
More on Assets Under Management
Tax Planning
We believe thoughtful tax planning is an essential part of a successful retirement strategy. By strategically coordinating contributions, withdrawals, and distributions across retirement accounts, we help clients make tax-efficient financial decisions with the goal of minimizing their lifetime tax burden and preserving more of their hard-earned wealth.
More on Tax Planning