Retirement planning for people who want to pay less in taxes, create reliable income, and stop guessing.
Get your Retirement Readiness Score — one clear number on where your retirement stands.
- For people within 5 years of retirement — or recently retired
- A real advisor reviews your plan, not an algorithm
- See the gaps and opportunities before they cost you
Complimentary for qualifying individuals · no obligation. See how the Score works →
Don't just take our word for it.
As part of our commitment to transparency, you can review Pat's professional record on FINRA's BrokerCheck.
Wherever you are, there's a path for you.
Most people start with their Score. Prefer to just talk? That works too.
Get your Retirement Readiness Score
- Your readiness, scored from 0 to 100
- A thorough review across 7 key areas
- Your strengths and gaps, made clear
- For qualified individuals 55+ with $500K+
Prefer to just talk first?
- A friendly, no-pressure conversation
- We answer your questions
- Good if you're not 55+ yet
55+ with $500K+ and near retirement? Start with the Score.
How ready is your retirement, really?
One easy-to-understand number, from 0 to 100, that shows exactly where your retirement stands.
- A thorough review across 7 key areas of your retirement
- See your strengths and the gaps to fix first
- For qualified individuals 55+ with $500K+ in assets
Not 55+ yet, or just want to talk? Book an intro call →
Pat Haggerty
Pat's interest in money started early — with a savings account his mom helped him open at six. He grew up in West Virginia and Missouri and moved to New York more than twenty years ago to work in finance.
Over time, he kept seeing the same issue: families with $500K to $5M — the "mass affluent" — were overlooked or handed generic guidance by big firms. These are real people navigating major life transitions like retirement, divorce, or inheriting a parent's estate. They deserved better conversations and more thoughtful planning, so Pat built his practice around providing exactly that.
He registered as a fiduciary because it puts clients' interests first — not just legally, but philosophically. The focus is on clarity, education, and long-term relationships, not transactions. Pat's goal is simple: help people make the most important financial decisions of their lives with confidence, without the pressure, the rushing, or the jargon.
Three simple steps.
No paperwork to start. No pressure. Just a clear picture of where you stand.
Reach out
Request your Score, or just book a call to talk things through. Either one takes about a minute, and someone from our team gets back to you.
Develop a plan
We look at your full picture — income, taxes, Social Security, and more — and build a clear plan around what matters most to you.
Put it in motion
We implement the plan and manage it for you over time, checking in and adjusting as life changes.
Learn a little every day.
Short, simple videos about money and retirement.
See where your retirement plan stands.
Available to qualified individuals 55+ with $500K+ in investable assets, in or nearing retirement. Not there yet, or just want to talk? Book an intro call instead.
Someone from our planning team will reach out to you to get you started.