L.R. Patent Financial Services

At L.R. Patent Financial Services, we are dedicated to providing our clients with personalized financial planning and wealth management services. Our team of experienced professionals has been serving the Prescott and Clarkdale communities since 1985, with a commitment to integrity, vision, and exceptional service. We understand that every individual has unique financial goals and objectives, and we strive to tailor our services to meet those needs.

Our Mission Statement

Our mission is to provide our clients with the knowledge, tools, and guidance necessary to achieve their financial goals and secure their financial futures. We believe that a sound financial future is not just about accumulating wealth, but about living a fulfilling life. We are dedicated to helping our clients achieve financial independence, and to enjoy the freedom and security that comes with it.

Our Services

At L.R. Patent Financial Services, we offer a comprehensive range of financial services, including:

• Retirement Analysis: We work with our clients to create personalized retirement plans that meet their unique needs and objectives.
• Investment Planning: We help our clients develop investment strategies that are tailored to their risk tolerance, time horizon, and financial goals.
• Estate Planning: We assist our clients in planning for the distribution of their assets after death, and in minimizing estate taxes and other expenses.
• Insurance Planning: We help our clients understand their insurance needs, and find the right coverage to protect themselves and their loved ones.
• Tax Planning: We work with our clients to minimize their tax liability, and to maximize their after-tax returns.

Our Commitment to You

At L.R. Patent Financial Services, we are committed to providing our clients with the highest level of service and expertise. We believe that every individual deserves personalized attention and guidance, and we strive to deliver that to each and every one of our clients. Whether you are just starting out, or nearing retirement, we are dedicated to helping you achieve your financial goals, and to living the life you desire.