Personal Legacy Planning

Unfortunately, most people don't want to talk about life insurance until it's too late to have the conversation.

At Patterson-Bryant, we are on a mission to ensure that no family knows the heartache that a lack of proper life insurance planning can bring. We can help you determine the proper type and amount of life insurance coverage that you need to protect your family at at time when they need it most.

Roughly 70% of people age 65 and older will need some type of long-term care during their lifetime. 

Having a long-term care plan in place can protect your assets, as well as remove the financial hardship that accessing long-term care can bring.

If you already have an estate plan in place but you are not certain that it contains everything that you need to protect your family in your absence, then Patterson-Bryant can help. Our comprehensive Estate Planning Analysis sessions will provide you with the peace of mind that comes from knowing your personal business is in order.

Do you know someone that was forced to work again after retiring? Why does this happen? It's simple, the lack of proper retirement planning puts you at risk of running out of money at a time when employment opportunities are limited.

At Patterson-Bryant, we prepare our clients by providing retirement plans that ensure that your money will last throughout all not some of your retirement years.