About Us

We help you keep together what you put together!

Since 1968, the Patrick Organization has worked with individuals just like you to design customized fiscally responsible retirement and estate plans that will enable you to achieve your life and legacy goals, all while enjoying the lifestyle you’ve worked so hard to create.

What sets us apart from other firms? At the Patrick Organization integrity is important to us and we take our roles as your trusted advisors very seriously. From providing ongoing financial and estate planning education to offering convenient, personalized services, our goal is to help you make informed decisions that will enable you to reach your life and legacy goals. To us, you’re more than a client – you’re our partner and we look forward to helping you live your retirement dreams without worry.