About Peter Patag

Serving as a Financial Advisor is a lot like being a music producer or composer. If you think about your favorite song, there are many elements that make up what you love about it. It is comprised of different instruments, sounds, and lyrics. On their own, each instrument, sound, or word carries some meaning or value. When they are brought together, it creates the perfect combination of each of those elements – a blend of melodies, harmonies, lyrics, and rhythms the make up your favorite song.  

I employ that same approach in our work together. We will identify your investment objectives, risk tolerance, and time horizons to craft the right financial and insurance solutions for you. Each product and solution have its place, just like the different instruments in your favorite song. We will work together to compose a plan that brings all the different strategies, products, and concepts together to create the perfect plan for you and your needs.