Pat Ware, Cfp® Email & Phone Number

Greensboro, Georgia

I help clients with investment strategies that are in line with their goals and objectives. I help clients understand how to harvest a portfolio in retirement, determine an appropriate asset allocation, and complete the necessary actions so they are managing their portfolios properly. While I generally work with clients who are nearing or in retirement, I also support younger investors. If you are self-employed or own a small business I can help you establish a company retirement plan. If you are looking for someone who is proactive and provides personalized service, I would love to talk with you.Asset allocation cannot eliminate the risk of fluctuating prices and uncertain returns.

Itasca, Illinois

Early career at Boise Office Solutions was in technology, starting as a programmer in 1978 and culminating with the role of Director of Information Systems in 1995. From 1995 through 2003 held sales and general management positions with final two roles as General Manager for the Philadelphia and Atlanta distribution centers including all aspects of sales, warehousing, customer service and distribution.

Financial Planning And Services

Education record