Pat Legato-Philp, CFP, CFA
Helping You Achieve Your Goals and Dreams
Planning for your financial future is more than just looking at numbers. To me, it's the people and dreams behind the figures that matter the most.
As an Assante advisor, I can help you gain peace of mind and achieve your dreams for the future. Whether it's a worry-free retirement, saving for your children’s education, fulfilling a lifelong ambition, running a prosperous business or leaving a legacy to your loved ones or a cherished cause, I can work with you every step of the way.
Managing your wealth can be complex and time-consuming. I can simplify your life by addressing all aspects of your financial well-being from investments and insurance to tax and estate planning. Supported by a team of professionals including lawyers, tax accountants and financial analysts, I can help you make the right decisions about your wealth, and help you build the future you desire.
If you are looking for a financial solution that will simplify and enhance your life, please contact me for a confidential consultation.
Short-Term Pain, Long-Term Gain
Nov 28, 2022
Recent Consumer Price Index data suggests a more optimistic 2023, but only after weathering a tough winter....Read more
Fighting Inflation with Crucial Rate Conditions
Nov 01, 2022
Curious to know why aggressive rate hikes haven’t lowered inflation? Discover the impact of marginal cooling and how three crucial rate conditions will help to fight inflation in the upcoming months....Read more
Mark-to-Market Isn’t Giving You the Complete Picture
Sep 30, 2022
What does “mark-to-market” really measure? Discover how stocks, bonds, and residential real estate values are skewed through the lens of a flawed valuation method....Read more
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