Frequently Asked Questions

Pat Carson has over 15 years of experience, serving hundreds of clients

in the financial services industry and holds a variety of professional designations.

We charge a fee for our services that is based on a percentage of assets

under management or a flat fee. We believe in being transparent about

our fees and strive to provide value to our clients.

Our investment philosophy is based on a long-term, diversified, and

low-cost approach to investing. We believe in investing in a mix of

asset classes that are appropriate for each client's risk tolerance and

investment goals, as well as care for sustainability, diversity, equity

and environmental impact.

We typically meet with our clients on a quarterly or annual basis to

review their financial plans and investment portfolios. We also

encourage clients to reach out to us whenever they have questions or

concerns.

We take a values-based approach to investing and work with clients to

identify their personal values and beliefs. We then use this information

to develop an investment strategy that aligns with their values and

beliefs.

We manage risk in our clients' investment portfolios by diversifying

their holdings across multiple asset classes and sectors. We also

periodically rebalance their portfolios to ensure that they remain

aligned with their investment objectives.

We work with a wide range of clients, including individuals, families,

and small business owners. We believe in building long-term

relationships with our clients and helping them achieve their financial

goals at every stage of life.

It is never too late to start. We offer comprehensive retirement planning services that help

our clients plan for a comfortable retirement. We take into account factors

such as retirement income needs, social security benefits, and

healthcare costs to develop a retirement plan that is tailored to each

client's needs.

We take a comprehensive approach to estate planning that includes a

review of each client's current estate plan, the identification of

potential estate planning issues, and the development of a plan to

address those issues. We work closely with our clients' estate planning

attorneys to ensure that their estate plans are aligned with their goals

and objectives.

Yes, we offer college planning services that help our clients save for

their children's education. We work with our clients to identify the

best savings vehicles and develop a plan that maximizes their savings.

We stay up-to-date on changes in the financial industry by attending

industry conferences, participating in continuing education programs,

and staying informed about the latest trends and developments in the

financial services industry.

We take confidentiality very seriously and have strict policies and

procedures in place to protect our clients' confidential information. We

will never share your personal or financial information without your

consent.