Patrick Financial Group, L.L.C. is an Investment Advisory Firm specializing in Investment Planning, 401(k) Rollovers, Actively Managed No Load Portfolios, Financial Planning, Estate Planning, Senior and Elder Care Planning, Life Insurance, Long Term Care, Business Investment, Tax Planning, Profit Sharing, Money Purchase, Defined Contribution, Defined Benefit, 401(k), 403(b), TSA, Tax Shelter Annuities, Deferred Compensation, Insurance, Income Tax, Capital Gains Tax and Estate Tax.

Patrick Financial Group is a fee based, rather than a commission based, financial planning and investment planning firm. Our approach to planning is based on a philosophy of adding value on a continuous basis for our clients. Whether it is through the use of investment portfolios, or through the use of tax planning, our objectives remain the same; to assist with the creation and management of wealth for our clients.

Individual Services: Investment Planning, Financial Planning, Estate Planning, Annuities, Senior and Elder Care Planning, Life Insurance and Long Term Care.

Business Investment and Tax Planning

Qualified Plans: Profit Sharing, Money Purchase, Defined Contribution, Defined Benefit, 401(k), 403(b) and TSA.

Non Qualified Plans: 419(a)(f)(6) and Deferred Compensation Plans.

Business Insurance Applications: Custom Casualty, Life Insurance, Primary Disability, Supplemental Disability and Group Insurance.

Custom Business Tax Planning Relating To: Sale of Assets, Business and Real Estate.

Personal Tax Planning Relating To: Income Tax, Capital Gains Tax and Estate Tax.