Patrick's expertise is 401(k), Pension and MEP plans. He assists Ryan and their clients by bringing his expertise to the qualified and non-qualified ERISA plan space with creative strategies and years of experience.
He believes that a cornerstone of financial planning is the recognition that everyone's economic and life situation is unique. Personalized service is essential when matching clients with the right financial products and services.
If you ever have questions about your plan or about specific financial products, contact me. We will set up a time to meet to review your needs and address any questions you may have.
Patrick is a Registered Representative offering securities and advisory services through United Planners Financial Services member FINRA, SIPC and also serves clients through his company, PVR Financial which can be found on the web here: http://www.patrickrobison401k.com/. Patrick is not affiliated with Garrison Financial, Garrison Settlements or Government Benefits Preservation Group. PVR Financial and United Planners are not affiliated.