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@patriotwealthnc.com
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11 phones found area 919, 704, and 740
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LinkedIn matched
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Rick White is listed as Helping You Grow, Access & Protect Your Wealth In The Most Tax-Advantaged Methods Available at Patriot Wealth, a with 7 employees, based in Raleigh, North Carolina, United States. AeroLeads shows a work email signal at patriotwealthnc.com, phone signal with area code 919, 704, 740, and a matched LinkedIn profile for Rick White.
Rick White previously worked as President at Patriot Business Consultants and Co-Founder & Instructor at Retirement Wealth Academy. Rick White studied at Marietta College.
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AeroLeads found 1 current-domain work email signal for Rick White. Compare company email patterns before reaching out.
“In America, there are two tax systems: one for the informed and one for the uninformed. Both systems are legal. Anyone may arrange his affairs so that his taxes shall be as low as possible; he is not bound to choose that pattern which best pays the treasury.” -Judge Learned HandMaking sure you are optimizing your lifestyle today, while simultaneously preparing for tomorrow’s needs (such as retirement), isn’t easy...Have you saved enough money?Are you overpaying taxes each year unnecessarily?How much can you take out each year in retirement without running out of money?Will you be able to leave something to your kids or favorite charity?How do you coordinate your estate and legacy planning needs with the needs of today?And if you are a business owner, these questions can seem even more complex. The good news is that regardless of whether you are a business owner, executive, or a W-2 employee, my passion is to worry about your finances, so you don’t have to!Having helped numerous clients with their financial needs over the course of more than four decades, I have built a unique expertise surrounding tax-advantaged strategies so you can: **Grow your wealth for the future**Access it today as needed**Protect it from the various risks and threats that can derail your hard-earned wealth if you’re not careful.When you’re ready to learn more about how I can help you with your financial, business, legacy, or tax reduction strategy needs, feel free to send me a message here on LinkedIn!
Listed skills include Retirement, Strategic Financial Planning, Wealth, Small Business, and 14 others.
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Raleigh, North Carolina, United States
With over 40 years of experience, our team has helped successful business owners like you keep more of their cashflow, capture lost opportunity cost and generate more personal wealth from their businesses.
Raleigh-Durham, North Carolina Area
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Rick White works for Patriot Wealth.
Rick White is listed as Helping You Grow, Access & Protect Your Wealth In The Most Tax-Advantaged Methods Available at Patriot Wealth.
AeroLeads has found 1 work email signal at @patriotwealthnc.com for Rick White at Patriot Wealth.
AeroLeads has found 11 phone signal(s) with area code 919, 704, 740 for Rick White at Patriot Wealth.
Rick White is based in Raleigh, North Carolina, United States while working with Patriot Wealth.
Rick White has worked for Patriot Business Consultants, Retirement Wealth Academy, and Patriot Wealth.
Rick White's colleagues at Patriot Wealth include Wes White and Austin Kobilka.
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Rick White studied at Marietta College.
Rick White is listed with skills including Retirement, Strategic Financial Planning, Wealth, Small Business, Insurance, Investment Advisory, Business Planning, and Investments.
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