Broker Check

Our Services

At John Patrick Planning Group, we provide expert assistance in the following areas:

Investments

  • Educational IRA
  • Brokerage Accounts
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Variable Annuities

Financial Planning

  • Retirement Plans
  • 401k Planning
  • 403b Planning
  • College Plans
  • Estate Plans
  • Money Management
  • Profit Sharing Plans

Insurance- Individual and Business

  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance
  • Individual Health Insurance
  • Group Health Insurance
  • Medicare Advantage and Medicare Supplement Products


Medicare Disclaimer:

"While we contract with many of the most competitive carriers in your area, we do not offer every plan available in your area.  Any information we provide is limited to those plans we do offer in your area.  Please contact Medicare.gov or 1-800-MEDICARE to get information on all your options."