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Davenport, Iowa-based financial advisory firm, Patrick Reid – Financial Advisor has announced an updated range of services. The firm specializes in helping clients become purpose-driven instead of money-driven.
Details can be found at https://patricklreid.com/what-we-do
As part of their updated range of services, Patrick Reid – Financial Advisor’s team of professionals sit with clients and engage them on what matters regarding their values and long term goals. The information gathered from this one-on-one with clients helps the firm to strategize a financial plan that would bring fulfillment for today and stability for tomorrow.
The firm provides financial advice in a number of areas. These include cash flow analysis, income tax planning, charitable tax planning, estate planning, and beneficiary designated planning.
Financial planning is just one of the services offered by Patrick Reid – Financial Advisor. Other areas of advice include retirement planning, investment management, employer benefits, and life event planning.
It is common knowledge that setting aside sufficient funds for the future is one of the most difficult tasks faced by an individual. Not being able to adequately save for retirement can be very daunting. As such the financial advisory team works to provide clients with the best retirement plans possible so as to secure their future.
As is the case with financial planning, the firm focuses on different aspects of retirement planning. Among them are retirement analysis, pension plan analysis, social security analysis, 401 (k) investment recommendations, and income planning during retirement.
Patrick Reid – Financial Advisor believes that one should not be working for money, but rather money should be doing the work while one lives their best life. With this belief was birthed the firm’s Return On Life (ROL) approach.
More information can be found at https://patricklreid.com/what-is-rol
According to a company representative, a ROL-centered approach aims at getting clients to enjoy life as much as possible, given the money they have.
“With ROL, you don’t give up the best of life or the best parts of yourself just to get money. The money is there to serve you, not vice versa. Instead of focusing on someone else’s definition of success, you will write your own. ROL puts quality before quantity by managing your assets in a way that improves your life and provides stability and confidence,” the spokesperson explained.
Patrick Reid – Financial Advisors treat clients like family in order to earn their trust and loyalty. Being grounded in principles of honor and integrity, the firm always has its clients’ best interests at heart.
Interested parties can click on the links above to find out more or visit the firm’s Facebook page at https://www.facebook.com/PatReidFinancialAdvisor.
Release ID: 88975454