Brett Patmore

Experience

1. Financial Advisor

   Equitable Advisors

   Nov 2024 — Present · Rochester, NY, US

   Why is it important to develop a financial strategy? In order for individuals, families, and business owners to reach their ultimate financial objectives they need to implement a sound financial plan to include both short- and long-term goals. Establishing what you want to achieve is often the easy part. Constructing and implementing a strategy to work toward those goals is the challenge. I have focused my practice on working with my clients to help them through the decision-making and implementation process of the financial planning process.My analysis focuses on the following process:Discover clients’ situationProfile clients’ prioritiesAnalyze client data and help them create a strategyPlan implementationReview the plan annuallyHelp you Monitor progress toward goalsJust some of the areas I address include:Asset AllocationEducation FundingRetirement Planning and Distribution strategiesLong-Term Care InsuranceDisability Income Insurance and AnalysisSurvivorship? What do you mean with this? Insurance?Estate Planning strategiesBusiness StrategiesEach decision made in one area affects the rest. While it is important to address each concern individually, it is even more crucial to assess how they interact. Understanding and planning for that interaction is the value I bring to my clients.