Peter Patag
State(s) Licensed: CA Insurance Lic. #4139186, KY, OR, TX, VA, WA
320 James Way Ste 250
Pismo Beach, CA 93449
State(s) Licensed: CA Insurance Lic. #4139186, KY, OR, TX, VA, WA
Composing Your Financial Strategy
Creating a financial strategy is a lot like composing a great piece of music. There are many different elements that need to be perfectly combined to make up a song that you could listen to over and over. When we work together, we will identify all the elements necessary to make the perfect financial strategy for you and your goals. I like to think of each of the following like the different instruments that come together to make the music that is just right for you:
- Protecting your income and assets
- Optimizing your guaranteed income in retirement
- Maximizing tax efficiency to impact your legacy
Come down to the office and we can take the next step toward creating your financial strategy. I will ensure that we compose the perfect team to meet your needs.
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Location
Pismo Beach Office
- Phone:
- 661-316-8000