SCHEDULE APPOINTMENT

Manufacturing Professionals

You work hard and your team holds you accountable to what needs to be done. Your day to day tasks responsibilities often times fall into one of these areas:
  • Crafting equipment for maximum output and reducing failures per machine and near misses
  • Through continuous improvement, making sure revenue producing activities (ie production) aren’t interrupted.
  • Strategically cutting costs – maintaining quality and efficient processes and end product with less input cost
  • Managing And leveraging relationships with suppliers and customers to make sure quality, financial, fulfillment, and delivery risks are mitigated
  • Providing innovative solutions that will sustain during all economic environments.

 

You spend most of your day with this type of thinking ingrained in your mind. Just like production operations, any great long term financial plan also takes these things into consideration. Unfortunately, traditional financial planning fails to address these issues. Following the financial institutions and financial entertainers of the world will cause for inefficient use of current cash flow and future capital.

What exactly is inefficient use of current cash flow and future capital?

Failure to use exponential curve
Accelerated payments towards mortgage
Max 401k
Using the “4% Rule” for retirement income

For those I work with, we look to achieve:

Maximum protection during accumulation so that your financial plan works under all conditions
Reallocating current savings to maximize future benefits, with no effect on your current lifestyle
Strategically invest in assets that cause for greater retirement income without sacrificing desired legacy
Minimizing taxes now and
into the future
Create flexibility in your plan to prepare for the unplanned
Give clarity and confidence of the financial path that you are on

TONY’S PROCESS

In order for you to understand your financial picture and make decisions in your best interest, here’s what to expect in our conversations

KNOW WHAT
YOU OWN

The start of our conversation begins having a conversation about the financial decisions you have already made and what you are trying to achieve. Before we go anywhere together, its imperative for both of us to have an understanding of where you are right now.

OWN WHAT
YOU WANT

We shift our focus to creating financial strategies that allow you to get to your preferred destination – while reducing risks, taxes, and costs. In our conversation, strategies override product.

GOOD FOR TODAY, TOMORROW, AND THE END RESULT IN MIND

As we stride towards creating your desired financial future – we will work to make sure that the plan works under all circumstances. A great long term plan isn’t ‘set it and forget it’, we review your financial picture annually ensuring we continue reducing risk, taxes, and costs. 

READY TO GET TO WORK?

Let’s have a conversation about the strategies that allow you to maximize your financial resources. Secure a time on my calendar or give me an email below.

LET'S GET STARTED

Let’s Talk.

Let’s have a conversation – in person, on phone, or web meeting. Use the form to reach out or use the link to secure a spot on my calendar.

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COPYRIGHT© 2021 TONY PATTERSON FINANCIAL ACHITECTS

Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: 12345 University Ave, Suite 200, Clive. IA 50325. (515)-457-1276. PAS is a direct, wholly-owned subsidiary of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Financial Architects, Inc is not an affiliate or subsidiary of PAS of Guardian. 2020-106347 Exp 08/22.

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