Patricia MacPherson

Choosing the right person to trust with your financial future can be a daunting process. Life is constantly changing and your needs evolve as do your goals. My focus is synchronized financial planning for families; family businesses, particularly succession planning, and women. Being single or in a second relationship presents some particular retirement planning and estate planning considerations to be sure your goals are being met. I can help you through this process.

It’s my commitment and passion to help women, families and business owners realize their financial and business goals at present and into the future. Access to a team of highly educated specialists in Insurance & Estate Planning, Mortgage Planning and Wealth Planning, arm me with the expertise to assist you with your financial needs.