Certified Financial Planner and Financial Planning Advisor  

Our service, your success

Live your retirement the Patterson way

Jack Patterson The Certified Retirement Financial Planner

The best, most successful retirees in the world have two things in common: a successful track record and an unshakeable plan for carrying that record forward, for as many years and as many adventures as they can dream up.

Notice we said "unshakeable"  which is entirely different from "inflexible".

On the contrary, the financial plans that can withstand the often seismic forces of economy, reality and taxes are by design flexible. They're solid, strong, steady and dynamic,  with the ability to respond in a catlike, think-on-your-feet manner that will meet any challenge that arises.

It's this unusual combination of timelessness and responsiveness that makes Jack Patterson's Financial Planning Services unique.

No matter how successful your business is or how big you've made it, retirement is a whole new ballgame. You need solid information and techniques. You need the backing of an experienced team, with expertise across the many complex factors that influence wealth care. Most of all, you need this support and knowledge delivered in a way that makes sense to you, your schedule and your goals.

For more than 10 years Jack has helped entrepreneurial business owners and those over the age of 55. Jack has earned his designation of Certified Financial Planner (CFP) with the Certified Financial Planning Board of Standards.

Jack provides his expertise to hundreds of clients in South Florida, his home state of Illinois, and over 5 different foreign countries. He offers strategies that help to protect assets with sophisticated investment strategies that potentially maximize returns while ideally minimizing risk and taxes. Avoiding probate and increasing spendable income are other key elements of his practice.

Jack is in high demand as a Financial Planner because of his honesty, integrity, and commitment to client satisfaction. Contact Jack today.


"But I already have a financial planner!"

Great! That means you're someone who is acutely aware of the need for professional expertise with your financial future. The right moves now can make the difference between doing OK/getting by and living out the fullness of your dreams.

That's why we'd like you to make this one small move right now: click here to see why you should work with Jack Patterson, CFP.




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