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Lifelong Prosperity

Our one-of-a-kind approach, customized for a risky world

A well-designed financial plan will form the backbone of your retirement. Yet for many entrepreneurs and others, the goal of creating an effective financial plan quickly turns into a disjointed, wishful-thinking mess. Often people try a shotgun approach, a wide-scattering mix of investing and saving activities they hope will magically coalesce properly at the right time.

The better way: appoint a dedicated professional, well-versed in ensuring the lifelong prosperity of business builders just like you, designed to safeguard not just your money, but your passions in life, and to help ensure that you’re financial and retirement plans are in tune, up-to-date and on target with your goals.

Referred and preferred
Miami-Dade entrepreneurs count on Jack Patterson’s 10+ years of solid industry experience, local network and engaging personal style to map out their long-range retirement income plans.

In-depth personal attention
Jack employs a collaborative process – meaning he calls in the best minds in the business as well as all of his own best talents to plan a unique path to prosperous retirement for YOU.

Jack employs a collaborative process – meaning he calls in the best minds in the business as well as all of his own best talents to plan a unique path to prosperous retirement for YOU.

First, Jack personally gets to know you and your complete financial picture. This includes a one-on-one interview with you, so he can understand your values, ideas, goals, vision, personality and motivation.

Next, he completes a thorough analysis of your employee benefits, personal assets and investments.

Then, after consultation with other industry pros, he develops a powerful tax and retirement income strategy, and offers to become your personal financial and retirement guardian.

If you’re in need of any other specific financial input, Jack can also help you evaluate your company's employee benefit and retirement plans, such as 401(k), profit sharing and employee bonus programs. He can even help your firm with business succession plans.

Conservative financial approach
Jack knows that conservative investing and consistent risk management can help wealth grow in any economy. By managing wealth via fundamental principles, he's earned the trust and confidence of entrepreneurs who want stability and greater degrees of financial freedom.

Generous customer service
Jack firmly believes in over-delivering when it comes to personal attention and customer service. You’ll never feel like a number or experience frustrating customer service blackouts with Jack Patterson. We truly respect the success you’ve achieved, and we truly care about your financial strength going forward.

Thorough coverage of all the angles
For every stage of your life, there are financial decisions to be made wisely. Jack is skilled in navigating an incredible array of financial possibilities.

Make a positive step today:

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Securities and Investment Advisory Services offered through
Raymond James Financial Services, Inc.
Member FINRA/SIPC.

This site is published for residents of the United States only. Raymond James Financial Advisors may only conduct business with residents of the states for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

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