Patrick Williford, Crpc™ Email & Phone Number

I help individuals, families, and organizations make the best financial decisions possible.My Philosophy:Keep your finances organized and productive so that you can focus on what really matters in life. Money is a tool to achieve an objective (retirement, education, dream home, charitable giving, etc.). These objectives should have a time frame and dollar amount assigned to them. We partner with clients to build a wealth management plan to establish their objectives and outline actionable steps to get there.Focus:• Family Wealth Planning - wealth transfer strategies, charitable giving, multi-generational approach• Portfolio Construction - appropriate account types and investment selection, periodic rebalancing• Tax-efficient accounts - 401(k), Solo 401(k), SEP IRA, Simple IRA, Traditional IRA, Roth IRA, 529 plans, HSA's, etc.• Closely held, owner-operated businesses - planning for the sale of a business, liquidity events, private stock• Cash Management Solutions - high-yield deposits and CD's• Alternative Investments - Private Equity, Hedge Funds

Listed skills include Marketing, Sales, Brand Development, Microsoft Office, and 10 others.

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  Clemson University