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                       Taking Steps Towards Financial Independence

“I am committed to helping each client
achieve their desired level of financial wealth
and independence through a personalized
approach that begins with understanding
his or her needs, goals and desires.”
— Patrick McCormick


Imagine fast-forwarding 20 years from now.
What financial advice would you give yourself today? 

The cost of college is a lot more than just tuition.

Buy the car --- but not the boat. 

Downsize your home --- five years sooner.

Save more, spend less. Then save some more.

If you could see how your choices today affect your financial future,
imagine the advantage you would have?

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Forward thinking is what smart planning is all about.


Personal Financial View®

Personal Financial View® is a web-based technology solution built to streamline and help improve your wealth management capabilities. PFV puts all of your key financial data at your fingertips.

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Customized Strategies

As a client, you will benefit from a collaborative, one-on-one relationship with your Financial Planner, who will work with you and offers guidance and strategies specific to your individual needs.

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Client Service Models

Financial Planning is designed to help you achieve your specific goals. We will work with you to design a roadmap, starting with a full assessment of your financial situation and goals.

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