provides objective financial and investment advice primarily
to individuals and families. Our typical clients are:
(Doctors, Attorneys, Engineers, etc.)
Persons going through a financial transition (divorce, retirement,
also serves corporate clients or other organizations through:
Executive Financial Planning Programs
These Programs are typically provided to certain executives
to allow them to concentrate on their corporate responsibilities
and not their personal financial affairs. Patriot is delegated
most of the responsibilities for advising these clients and
maintaining their ongoing financial affairs.
Staff Financial Education Seminars
These Programs are typically presented in group settings
ranging from large presentations to brown bag lunches and
are tailored to each corporate clients specific needs
and audience. These seminars provide educational materials
on topics including estate planning, insurance, investments,
retirement planning, cash flow and income taxation, corporate
benefits and/or transition planning due to outplacement.
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