Advisor profile


My approach

Patrick Lawler - My approach photo

Planning for a confident retirement

I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement®approach. I start with a conversation about key financial areas including covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy.

By identifying clear steps to take toward your goals, I can help take the uncertainty out of planning for your financial future. Working together, I can help you feel more confident, connected, and in control of your financial life.

Patrick Lawler - My approach photo

Areas of focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Sustainable and Responsible Investing
  • Saving for Education
  • Investments
  • Tax Planning Strategies
16
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Interests

  • Backcountry hiking and skiing in the White Mountains.
  • I enjoy physical fitness activities like running and biking.
  • Spending time on the ocean with my wife, Melissa, and kids, Anna and Will.

Awards & recognition

  • Premier Protection Award, Riversource Life Insurance Company, 2014