Patriot Financial Group
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One way to describe the services we perform is to present the type of questions we address

questions for Millennials

What type of account should I put my savings in?
How do I manage credit card debt?
What should I know about health insurance?
How much should I spend buying a car?


questions for baby boomers

Will I run out of money in retirement?
Can I maintain my lifystyle?
Am I prepared for health care costs?
How should I withdraw money from my investment & retirement accounts?
When should I (we) take Social Security?
Do I need a living trust?
If I died, would my spouse know how to....?
​Should I consider a Reverse Mortgage?











questions for Gen x

How should I be saving for my retirement?
What about college for my kids?
Do I need a will?  What about other documents?
What should I know about life insurance?
How much should I spend buying a home?

questions for the greatest generation

What if I need long term care?
Where will I live if I can't live at home?
How do I avoid being taken advantage of?
What is important to me at the end of my life?
How easily will my assets transfer to my heirs?










Investment Advisory Representative with, and advisory services offered through Belpointe Asset Management, LLC.