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
When is it worth changing investments?
How do you know if it's worth changing Investments? Where you hold unrealized capital gains, meaning Investments that you made that are currently up in value, and if you sold them would cause tax consequences, the...
