Patricia Raskob (ATA, BS, CFP®, CSA, EA)
Patricia Raskob focuses in the
following client markets or areas of practice:
- Charitable Giving
- Estate & Generational Planning Issues
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Tax Planning
- Charitable Giving
- Estate & Generational Planning Issues
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Tax Planning
Planning Specialties
We provide fee only comprehensive life financial planning, tax preparation, asset management, retirement, estate and trust services in a family office style. We help our clients reach their dreams sometimes referred to as Life Planning.
Additional Information
We create individualized portfolios based on each clients unique goals, objectives, risk tolerance and time frame. We offer Trust Services at very reasonable fees. As life planners we work on assisting clients in reaching their life goals and dreams.
NAPFA Start Date
May 18, 1987