Mission Statement

At L.R. Patent Financial Services your dreams become ours. as we pursue them together, we are committed to giving you the highest level of personal service, open and ongoing communication, and truse expertise that can only come from a compassionate financial Professional with decades of valuable experience and your best interests always at heart.

Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.

We understand the challenges families face today.

From increasing Retirement Income and managing the taxes paid every year, these personal financial challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals and realize your vision for your family.

We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.