Patrick Robertson

"Wealth is the ability to experience life fully"  - Henry David Thoreau


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As You Approach Retirement

Regardless of the amount of your retirement assets, you must plan for how you will maximize the income  generated from these assets during all your retirement years. I specialize in Income Planning.

Can I Help You?

Many of my clients have been working with me for a very long time.  I am grateful to be a part of their financial lives and to be referred to their family and friends.  Please contact me for a list of client references.