"Financial Planning with Understanding"

Jobie A. Patrick CEPP

Patrick Financial Group, L.L.C., specializes in investment advisory services and is registered in Michigan. Over the years, we have strived to provide unique opportunities to our clients with respect to advising them on how to best implement their financial or wealth preservation strategies, so that they can enjoy a fulfilling and comfortable retirement or create a legacy for their family and loved ones.

Clients are provided access to several actively managed no load portfolios from which to choose. The portfolios run the gamut from conservative to aggressive, depending on the needs and suitability and risk tolerances of the individual client.

In that the needs of our clients are wide in scope, Patrick Financial Group, L.L.C., offers the following services:

  • Investment advisory services
  • Annuities
  • Life insurance
  • Disability insurance
  • Long-term care insurance
  • 401(k) rollovers
  • Section 1035 exchanges
  • Business planning
  • Consulting with closely held businesses or corporations
  • Key person insurance
  • Defined contribution plans

Our approach to planning is based on a philosophy of adding value on a continuous basis for our clients. At all times, our objectives remain constant, to assist with our clients on a very personal level with the creation and maintenance of wealth and wealth preservation strategies, while safeguarding the best interests of the client at all times.

This web-site is for informational purposes only and does not constitute a complete description of our investment services or performance. This web-site is in no way a solicitation or offer to sell investment advisory services except, where applicable, in states where we are registered or where an exemption or exclusion from such registration exists. Information throughout this site, whether stock quotes, charts, articles, or any other statement or statements regarding market or other financial information, is obtained from sources which we, and our suppliers believe reliable, but we do not warrant or guarantee the timelines or accuracy of this information. Nothing on this web-site should be interpreted to state or imply that past results are an indication of future performance. Neither we nor our information providers shall be liable for any errors or inaccuracies, regardless of cause, or the lack of timeliness of, or for any delay or interruption in the transmission thereof to the user. THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY "LINKED" WEB-SITE.