How we work

Planning for a confident retirement

Planning for a confident retirement

We deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach. We 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, we can help take the uncertainty out of planning for your financial future. Working together, we can help you feel more confident, connected, and in control of your financial life.

Planning for a confident retirement

Areas of focus

  • Family Finances
  • Investments
  • Insurance
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Cash Flow Management Strategies
  • Retirement Income Strategies
  • Retirement Plan Distribution

Community participation

Patrick was part of Leadership Prince William's 2016 class and continues to help the community as a board member of Azalea Charities which supports charities in the NoVa area to include aid for wounded warriors, Special Olympics, and Boys and Girls Club. He also serves as a board member of Historic Manassas, Inc. where he sits on the economic development committee, helping in the revitalization and promotion of Historic Manassas.

Ted is involved as a Prince William County Literacy Council volunteer tutor and is also a Certified Tourism Ambassador - The Journey Through Hallowed Ground Gettysburg to Monticello Ambassador.