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Sandy Patrick, CFP®

Sandy Patrick, CFP®

CEO and Founder

Sandy’s focus is the same today as in 1984 when she became a financial advisor: to help pre-retirees and retirees navigate the complexities of retirement income planning with an emphasis on tax-smart strategies.  She knows that managing money for retirees is more about controlling risk than maximizing returns.  The goal is financial security.  Sandy shares her passion for travel and nature with Bob, her husband.