No two people are alike. Neither are their financial circumstances. Since 1985, Linda R. Patent of L.R. Patent Financial Services has worked with clients individually, privately, and confidentially. You can depend on Linda and her team for technical competnce, integrity, and service.
As a breast cancer survivor, Linda offers a unique appreciation for her clients’ challenges and values. One of Linda’s greatest satisfactions comes from the lifelong friendships she has forged with those who have successfully implemented the strategies and solutions she has helped them create.
Linda is involved in her community, having a special interest in supporting the youth of the Verde Valley community. She has served as Safety Director for AYSO (American Youth Soccer Organization) for five years and assisted the children of the Verde Valley who played soccer every Saturday morning. As Fundraising Chairwoman for the Verde Valley Little League, Linda also served for four years, raising money to maintain baseball fields and purchase equipment and uniforms for local youth. Linda also volunteers her time to assist in similar fundraising efforts for the baseball program at Mingus Union High School.
One of Linda’s interests involves partnering with local charities to provide honest, hard-working individuals with a ‘hand up’ rather than a ‘hand out’ through the apartment buildings she owns. Linda provides a host of high-quality, affordable housing options to lower income families throughout the area.
Linda has belonged to NAIFA (National Association of Insurance and Financial Advisors) since 1990. NAIFA is committed to enhancing the skills and promoting the ethical conduct of its members. Linda is also a member of the National Ethics Bureau, which is committed to promoting consumer confidence and education as well as good business ethics throughout the financial services industry.
A Note from Linda
Since 1985, I have worked with people just like you. I sit down with my clients to tackle some of life's toughest dilemmas. Among them are questions such as:
“How can I increase my income and help lower the taxes I pay every year?”
”Are the dreams I’ve always envisioned for retirement really still within my reach?”
“Am I going to be able to maintain this standard of living or will I have to settle for something less than I hoped for?”
“Will I have enough? How do I make sure I never outlive my money?”
“What do I do now when I don’t know what to do?”
“How can I help pass on to my loved ones the life I wish for them?"
Together, my clients and I have created retirement income solutions, tackled estate planning issues*, designed tax savings and educational funding strategies and developed a host of other valuable financial solutions. With help, you can too.
Let's sit down and see what’s on
YOUR mind because at
L.R. Patent Financial Services,
IT’S ALL ABOUT YOU!