Patrick Pohl is a professional in the financial planning field. He has attained the Accredited Investment Fiduciary® which demonstrates understanding of the Prudent Practices and methodology. Patrick believes in utilizing the Lifetime Economic Acceleration Process™, or LEAP®. Education is a key tool in this process as clients need to know how to prepare wisely and manage their risk. Patrick focuses on educating his clients about the financial services and products that are available. He believes that a knowledgeable client will make informed decisions thus minimizing the potential for mistakes so many people make when it comes to their money.
Patrick thinks that choosing to work with an experienced financial professional to help create a financial plan may be the smartest decision a client can make. Clients need someone who knows how to help them manage their wealth with the suitable financial and insurance products. Patrick has been in the financial services field since 2002. He maintains licenses in life insurance, annuities, and also holds FINRA Series 6 and 63 security licenses. He has conducted seminars focused on education in retirement planning and he is dedicated to helping his clients achieve their financial goals.
Patrick is passionate about working with his clients to help them meet their financial needs and plan for the future. He looks at their entire financial picture, including debt management, cash reserves, investments, retirement plans, insurance components, and taxes. He takes the time to meet with his clients to understand their financial goals, concerns, risk tolerance, time horizon, and investment objectives. Once all of the pieces of their financial puzzle have been reviewed, Patrick constructs a well-planned portfolio to fit their individual goals. Each client is unique and so are their financial goals.
Patrick enjoys helping businesses create and establish retirement plans that will benefit their employees. He has helped establish 401(k), 403(b), SIMPLE IRAs, SEP IRAs, and Profit-Sharing plans. He also enjoys working one on one with the employees to help them plan their retirement goals. He feels his job is to help the employees make sense of their employer-sponsored benefit plans. Their employee benefits are part of the employee’s total financial plan and should be coordinated with the employee’s personal financial objectives.