Schedule a Free Consultation
I look forward to showing you how to leverage all that you’ve already built so you can have the future you deserve!
Your free consultation will include:
- Evaluation of the performance of existing holdings vs. comparable benchmarks
- Assessment of exact total costs and fees of current investments
- Review of tax efficiency of current holdings
- A newly proposed portfolio of investments
Don’t Let Discomfort Get in the Way of Your Future
- I know it can be uncomfortable to take a hard look at your finances, especially if you haven’t done so in a while because you’ve been busy living your life!
- I know it can be intimidating to walk someone else through your finances when you feel like you’ve made mistakes.
- I know you may feel badly that you haven’t taken the time to fully plan your financial future yet.
No matter where you are starting or what mistakes you think you’ve made, I will guide you through simple steps to develop a plan to build wealth for your family and give you confidence in your financial future.
A Wealth of Knowledge Shared by Pat Haggerty
What are the Steps to Hire a Financial Advisor
https://www.youtube.com/watch?v=8m4sLtXn770 What are the steps of finding and hiring a financial advisor? Step number one is to look around. You could look with family and friends for a recommendation, you could look on social media, you could look online. Once...
Fiduciary Financial Advisor
https://www.youtube.com/shorts/HL8PuvsxaeA What is a fiduciary? Everyone hears this word. A fiduciary is a person that has a registration, they are registered as a fiduciary, and that person has an obligation to choose Investments that are the best for the...
LWM When to Call a Financial Advisor
https://www.youtube.com/shorts/QOU5KF8GRdM One of the questions that many many people are confused by when it comes to financial advisors, is when do you call a financial adviser. The time to contact a financial adviser is whenever you have a major life event....
