Patrick Financial Group, L.L.C. is a certified Financial Planner Livingston County and specializes in investment advisory services and is registered in Michigan. We strive to provide unique opportunities to our clients with respect to advising them on how to implement their financial or wealth preservation strategies.
Clients are provided access to several actively managed no load portfolios from which to choose. 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.
Forward Planning with PFG:
Markets can change for the worse and at a moments notice an oil crisis could emerge in the middle east impacting your portfolio. Having a well thought out exit plan in place before the market is impacted is one way Patrick Financial helps protect what is yours.
Financial planning can be a short-term or a long-term process of wisely managing suitable investments and finances, while being mindful at all times of your individual risk tolerances. This can include a multitude of options available to the individual investor, such as stocks, bonds, real estate, an interest in a small business, etc.
Financial Planner Livingston County