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
- Disability Income Insurance
- Life Insurance
- Long Term Care Insurance
- Individual Health Insurance
- Group Health Insurance