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
Client privacy is paramount
https://www.youtube.com/shorts/K4jQ1r7PSEU One of the most important roles that I have as a financial adviser is client confidentiality, making sure that private information stays private. I have set policies and procedures in place to make sure that whether...
What are the fees to use a financial advisor?
https://www.youtube.com/shorts/AyBShY8EV78 What are the fees to use a financial adviser? The fees to use a financial advisor can be anywhere from well under 1% to over 2%, and they can depend upon the types of Investments that you're investing in, and the total...
3 Ways to Save Money with a Financial Advisor
https://www.youtube.com/watch?v=b14hDPpDlpU Three ways you can lower fees with a financial adviser. Number one, bundle things together. Just like with an insurance relationship, if you can put all of your Investments accounts together with the same advisor, you...