- Financial Services/Investments
Wealth matters! My mission is to help you plan and prepare for your future wealth and financial security in the ways that best serve you and your loved ones, so that you can confidently turn your attention to living now. My clients are sophisticated and successful but lack the time, desire or skill to manage their own investment portfolios. They rely on me to help them along their wealth journey so they can concentrate on the things they do best. I use a defined process to help move you from where you are now to where you want to be: 1) a plan which aligns your resources with your goals and determines the likelihood of successfully achieving those goals; 2) customized investments and other strategies to help meet your objectives and 3) ongoing review of your situation with course correction recommendations as indicated. My Firm does not impose sales quotas or specific products, so I am free to assist you in the ways that best meet your needs. My approach is comprehensive, time-efficient and results oriented.
Please refer to my website for more information about my credentials, qualifications and services provided. No matter where you are on your financial journey, I can help take you to the next step. If you are not extremely confident that you’re doing everything necessary today to help secure your family’s financial future, then you owe it to yourself to invest an hour with me!
Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC.
- ? Financial Advisor, CERTIFIED FINANCIAL PLANNER? Professional and CPA (not currently in public practice)
- ? Helping Evergreen investors toward meeting their financial goals for over 10 years
- ? Comprehensive retirement income planning: 401k rollovers, Social Security, long term care, sustainable withdrawals
- ? Investment portfolio analysis and management services aligned with your goals
- ? Acknowledged experience and substantial resources through my team at Wells Fargo Advisors
Whom to Contact
- Patty DeLucasFinancial AdvisorPhone: (303) 679-2108
Wells Fargo Advisors is located across from the Evergreen Fire Department off of Bergen Parkway.