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Stay Cool: Financial Planning

The second quarter of the year has now come and gone and the Summer of 2013 is in full swing. It is all that we can do these days to stay cool as the thermostats continue to rise. For some this means spending the afternoons floating in the pool,...




What We Do:
The best way to experience the personal advantage of Patriot Advisory is to contact Mark Berube directly. Let him answer your questions and advise next steps.

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Sequence Risk

What is Sequence Risk, and why do we use this in our practice?

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For your complimentary financial assessment and options. No commitments. Just good direction and next step advising.

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