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Let us help you plan a financial strategy for your golden years

We believe that retirement planning should be as unique as each individual.
-M. Patrick Jones, Certified Financial Fiduciary®

-Our Partners-

Our independence gives our clients choices and great flexibility.

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Retirement Risks

Over the years, society has been constantly changing:  customs, family traditions, food, styles and equally important, our economy.  Avoid outdated advice that could lead to so much pain.  Let’s plan a financial strategy for your golden years, one that is safe and successful within today’s economic environment.

1

Market Risk

Market risk entails losing money at an older age with insufficient time to recover, reducing the funds available for retirement spending and its duration.

2

Inflation

Inflation can greatly disrupt one's retirement lifestyle without proper planning, leading to a decline in spending power that may result in running out of funds.

3

Longevity

Living into one’s 90’s or more and running out of money has become a common and legitimate fear.  Retirement today can last 20 to over 35 years.  Draining one’s assets or having to depend financially on family (or the State) is not the answer.

How we help

Our Solution for you

Retirement planning is more than just crunching numbers on a balance sheet. We take a holistic approach that puts our clients at the center. We believe that retirement planning should be as unique as each individual, and we take the time to get to know our clients on a personal level. We want to understand your passions, your concerns, and your dreams for the future.

We assist anyone who needs a financial strategy plan for retirement. Our focus is on individuals and families who are just a few years away from retirement, or those who have already retired. Early planning provides more financial options.

Schedule a Discovery call
A discovery call is not a sales call, but a way to see if this will be a good fit for helping you build a solid retirement strategy that’s custom designed for you.
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Pat's experience

Imagine this - you're ready to retire, but you're not quite sure how to get there. You want someone experienced to guide you through the process and help you achieve your goals. Someone you can trust!

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Patrick (Pat) Jones has spent over two decades helping clients protect and preserve their assets. Sharing safe money strategies has helped his clients save thousands to millions of dollars during many recent financial upheavals.  As a Certified Financial Fiduciary, he has provided outstanding professional client interactions in Medicare and Life insurance, Precious Metals consultant and Longevity Care Planning.  Pat, who grew up in Westchester County, New York, graduated from Syracuse University and now lives outside Tulsa, Oklahoma with his lovely wife Susan.

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