Services & Client Experience
As a financial advisor, Patrick’s practice is focused in three areas:
Investment and Wealth Management
This includes retirement planning, income distribution and estate planning. This process begins by understanding a client’s current and future goals then proceeds to development and implementation of a plan to help achieve these goals.
This is primarily focused on strategies to help reduce a client’s income taxes, gift taxes and estate taxes.
Small Business Management
This includes the creation, management and implementation of successful practices for the self employed.
The tax planning and small business management parts of Patrick’s practice are offered through the public accounting firm Edwards & Osmonson, LLC. and not affiliated with Royal Alliance Associates, Inc.