“Whether you’re planning for retirement, saving for a new home or building a legacy for future generations, we work to help you reach that goal, to stay on track, and to be sure we always know what that track is. We strive to form a client relationship built on trust and satisfaction, helping to ensure a long lasting client/advisor bond.”

Patty and Jamie specialize in providing clients with personalized service and expert advice in the areas of retirement planning, portfolio management, estate planning and insurance. As a team we are focused and dedicated to providing personalized planning to each client. Our team approach shows our commitment to the client relationship, our understanding of each situation and o?er comprehensive investment advice.

Patty and Jamie uniquely offer a multi-generational and diverse perspective to financial planning, “We strive to form a client relationship built on trust and satisfaction, to ensure a long lasting client/advisor bond. The mother-daughter team credit much of their success and that of their clients to utilizing a MASTERPLAN®, a Hefren-Tillotson’ s trademark comprehensive and custom wealth management tool. They believe the first, most important step is to get to know about their client’s life, ideas about money and personal values to shape a plan that will be right for them.

They review any investments, insurance or planning they’ve done in the past and create a plan that encompasses their financial goals and values. The plan helps them understand their client’s specific financial goals, return expectations, tax needs and risk tolerance.