Financial Plan & Implementation
The vast majority of our clients bring all of their financial
affairs to us to be reviewed and revised, if necessary. At
Patriot, the initial Financial Plan reviews all areas of personal
finance applicable to a client's situation including, but
not limited to:
(Asset Allocation and Implementation)
are written in prose so that each client can not only understand
the recommendation, but the strategic reasoning behind the
recommendation. Once the client has reviewed the Financial
Plan with the Patriot Senior Financial Advisor, implementation
of the recommendations begins. The firms professionals
will assist each client with the successful completion of
Patriots implementation can be best described as
proactive and focused. Once all initial recommendations are
implemented, the client can choose to continue with ongoing
financial maintenance. Through this service, the client receives
proactive, ongoing comprehensive financial advice relating
to all of a clients financial affairs.
Financial Issue or Transaction Planning
Occasionally, a new client will have a specific issue
or transaction that requires attention before any comprehensive
financial planning can be accomplished. These special situations
include divorce, disability, new employment offers, loss of
employment, etc. A Patriot Senior Financial Advisor will assist
a client in handling their specific transactions or issues
and then be prepared to provide even more comprehensive financial
services to the client in the future.
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