Financial Advisor11206 East 24 Highway Sugar Creek, MO 64054p: 816.521.2488e: firstname.lastname@example.org
Taking care of your money used to be fairly simple. Today, simply “holding on to” your money is not enough. You have to manage your money. Managing your money well is easier with the assistance of a professional, like Steve Patton. He believes;
Steve likes to begin relationships with a comprehensive review of your current financial standing. Next comes an in-depth discussion of your hopes, dreams and goals – personal and financial. Then, utilizing the cutting edge financial tools at his disposal, Steve will present a personal financial plan to review. Once a plan has been agreed upon and implemented, he periodically invites you to review the performance of your plan in light of changing economic conditions and life situations. Review is crucial to keeping your plan on track toward achieving both your short- and long-term goals.
Steve’s roots run deep in our community. He grew up in the area, graduating from Truman High School in Independence before earning a Bachelor of Science degree from the University of Central Missouri (Warrensburg) in 1995.
Whether you’re just starting to think about investing or want a fresh set of eyes to examine your existing strategies, Steve is ready to help. His office is conveniently located at 11206 East 24 Highway, in Sugar Creek. Call, email or stop in soon to start your journey to financial independence.
Registered representative of INVEST Financial Corporation, member FINRA /SIPC . INVEST and its affiliated insurance agencies offer securities, advisory services, and certain insurance products and are not affiliated with any other entities named. Products and services offered through INVEST *Are not FDIC insured *are not guaranteed by any Bank* may lose value.
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