A key to reaching the increased financial security we all desire is having an effective wealth accumulation strategy in place. This must be tailored around your unique financial goals, and it must be consistent with your timeframes without jeopardizing or impairing your current way of life. A sound financial future does not happen by accident.
It takes preparation & strategy to preserve and enjoy what you have spent a lifetime building. Knowing how insurance deductibles work can help you save money and give you peace of mind. Diversification is an investment principle designed to manage risk, but it can't prevent against a loss. Pundits go on and on about how "terrible" or "wonderful" annuities are, but they never talk about whether annuities are right.
It takes preparation & strategy to preserve and enjoy what you have spent a lifetime building. Knowing how insurance deductibles work can help you save money and give you peace of mind. Diversification is an investment principle designed to manage risk, but it can't prevent against a loss. Pundits go on and on about how "terrible" or "wonderful" annuities are, but they never talk about whether annuities are right.
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About
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Since 1985, I have worked with people just like you Privately, Individually and Confidentially. Together, my clients and I have created Retirement and Income Solutions, tackled Estate Planning issues, designed tax savings and educational funding strategies and developed a host of other valuable financial solutions.
Mission Statement
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Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that's designed to address your individual situation. From increasing Retirement Income and managing the taxes paid every year, these personal financial challenges can be overwhelming.
Our Services
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A key to reaching the increased financial security we all desire is having an effective wealth accumulation strategy in place. This must be tailored around your unique financial goals, and it must be consistent with your timeframe without jeopardizing or impairing your current way of life. At L.R. Patent Financial Services, our focus is on Retirement Income Solutions.
Retirement Analysis
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Many people think they have a financial 'plan' set up for their retirement, but very few people have really run their plan through a 'time-test' to see if the results match up with their lifelong dreams. Such a close look is critical - without it, how can you really be sure? Your retirement should be a time of celebration, exploration, and reward for all your years of hard work.
Resources
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Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
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