VetRESOURCE Centers
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Nationwide
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An important step in planning your financial future is protecting you,your family, and the life you’ve built.
We understand that your college financial needs are unique. Our
personalized strategies can help utilize the right tools for the
right purpose.
Patriot Strategic Investments is your retirement planning
specialist. A variety of options are available. Whether you
are a Veteran, Family or Friend, we can find solutions to help
you achieve the Financial Dreams that are important to you and
your family. We are proud to serve you!
Group Life Insurance, Group Disability, Deferred Compensation, Executive Bonus, Split Dollar, Key-Person Insurance, Buy-Sell Arrangements, Business Continuation Strategies, Qualified & Non-Qualifed Retirement Plans, etc. are available to provide business solutions.
Utilizing Active/Tactical Professional Money Managers in today’s ever-changing, volatile market is key to growing AND protecting your assets. Our strategic alliances with third-party money managers allows us to personally guide you to the best solutions in utilizing professional money managers to provide solutions regardless of market conditions.
The life savings that you build can be lost without the proper Estate Planning. Several options are available that provide solutions during your life & after your death including – Charitable Strategies, Charitable Remainder Trusts, Wealth Replacement Trusts, Irrevocable Life Insurance Trusts, Wealth Transfer Strategies, etc.
Advisory Services offered through Investment Advisors, a division of ProEquities, Inc., a Registered Investment Advisor. Securities offered through ProEquities, Inc.a Registered Broker-Dealer, Member, FINRA & SIPC.Patriot Strategic Investments is independent of ProEquities, Inc.