Investors today are more confused than ever about how to invest their money. They are constantly bombarded with news, information and advice from dozens of different sources. Making investment decisions has become a dizzying and complex chore because there are simply too many choices and too many voices.
In addition to all of the information that investors have to wade through, the retirement that they are saving for is dramatically different than it was for previous generations.
* People are living much longer in retirement today than people ever have before.
* Because of longer life expectancies, people will need more money to use for income over their retirement years.
* Pensions, the backbone of retirement income for millions of retirees in previous generations, are quickly becoming a thing of the past.
* Medical benefits, once provided by employers to cover their employees in retirement, are being dramatically reduced or eliminated.
* Interest rates that have dropped dramatically over the last two decades means less income for retirees on the retirement assets they have.
In Don’t Make Me Say I Told You So, Jim Patton provides those who are currently retired, and those saving for retirement, with a roadmap designed to address these challenges and give you the best chance to build, maintain and preserve a nest egg that will allow you to live life on your terms in retirement.
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Meet Author- Jim Patton
His extensive background in investment consulting allows him to provide personal advice and investment solutions to seek to ensure your wealth continues to work to allow you to enjoy the life you want to live in retirement. All recommendations are coordinated with your other professional advisors, such as your attorney and accountant before being implemented.
Jim specializes in advanced investment and wealth-building strategies employing a systematic approach to identify issues that apply to his clients, such as asset allocation, tax-saving strategies, estate planning, long-term care considerations and life insurance options.
Prior to founding ChasePark Financial, Jim was a Senior Vice President at Wachovia Securities, a predecessor firm to Wells Fargo Advisors, and a Vice President at Smith Barney. He has extensive experience and training in financial planning, including retirement, managed accounts, mutual funds and Advisory program portfolios. Jim holds securities registrations in Series 3, 7, 63 and 65. He majored in Business Finance at the University of Missouri – Columbia and is committed to fulfilling his annual continuing education requirements.
Jim is the author of a newly released book, Don't Make Me Say I Told You So, outlining investment strategies for investors who are approaching retirement, or who are currently retired.
Outside of work, Jim contributes to his community as the founder of the Santa Monica Beauty Project. He grew up in St. Louis, Missouri as one of ten children and is an avid St. Louis Cardinals baseball fan. He lives in Santa Monica, CA with his wife Maryanne and two young sons, Mark, 5 and Jake, 3.
Jim looks forward to the opportunity to help you achieve your desired retirement lifestyle. Please contact him today at (818) 992-3190 or email@example.com to schedule a confidential, no-obligation appointment or portfolio review.
21900 Burbank Blvd, Suite 3014
Woodland Hills, CA 91367