Our Services
WEALTH ACCUMULATION
A key to reaching the increased financial security we all desire is having an effective wealth accumulation strategy in place. This must be tailored around your unique financial goals, and it must be consistent with your timeframe without jeopardizing or impairing your current way of life.
INCOME DISTRIBUTION & WEALTH PRESERVATION
At L.R. Patent Financial Services, our focus is on Retirement Income Solutions. The solutions that Linda implements are centered on the principals of spending your accumulated assets in a way that prevents you from ever having to worry about running out of money. As a component of tailoring your unique financial solution, Linda employs cutting-edge software to calculate such important factors as:
- How long your money will last
- How inflation will affect your spending power
- How you will maintain your current standard of living in retirement without exhausting your assets
- How current tax laws will affect your Social Security benefits
- How Medicare benefits will affect your net retirement income
- How the needs of your children or charities you support may affect your Retirement Income Solution
WEALTH TRANSFER
Wealth transfer is a vital component of your Financial Strategy. It is the final step in our process, and it provides you the increased reassurance of knowing that you're prepared to pass on the meaningful legacy you desire to loved ones or to the charitable causes you may support.
THE POWER OF OUR PRODUCTS & SERVICES
At L.R. Patent Financial Services, we offer a wide range of products and services to assist you in making choices that result a solid Financial Strategy rather than a mere collection of investments.
As an added value, we also partner with Accountants, Estate Planning Attorneys and other Professionals, greatly simplifying matters and providing you access to all-inclusive Financial Services.
PERSONAL NEEDS
- Retirement Income Solutions
- Mutual Funds
- Fixed and Variable Annuities
- Estate & Tax Strategy Solutions
- Charitable Giving Solutions
- Educational Funding Solutions
- Life Insurance Solutions
- Long Term Care Insurance Solutions
BUSINESS NEEDS
- Executive Benefits
- Tax Qualified Retirement Solutions
THE POWER OF OUR PARTNERSHIP
We believe that the key to successful strategy implementation is a long-term relationship between the Financial Advisor and the client, working together to plan for tomorrow's dreams..