Pat’s focus is on serving the needs of retirees and pre-retirees, he offers conservative strategies that seek to minimize risk to principal while maximizing income. His process helps each client understand how much risk is appropriate in determining the optimal asset allocation for them.
Questions Asked:
1. Is retiring early simply a case of money, or are there other factors?
2. How does healthcare factor in a decision to retire early?
3. What kind of portfolio do I need to retire early?
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