Patrick is a graduate of the Minnesota School of Business where he received a Certificate in Accounting in 1985. After graduation he started working in public accounting, and received his CPA designation in 1991. He has been self employed since 1992. In 2003 he obtained his Series 7 security license and began helping individuals with their investment needs. Patrick has been a member of the Minnesota Society of Certified Public Accountants since 1991.
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.
Bloomington MN 55431