Jim Patton – President – ChasePark Financial
With more than 30 years of experience as a Financial Advisor, Jim Patton is dedicated to helping his clients meet their financial objectives. He focuses on retirement income planning and developing wealth-building strategies designed to allow you to make informed decisions about preserving, growing and transferring your wealth.
His extensive background in investment consulting allows him to provide personal advice and investment solutions to help ensure your wealth continues to work to allow you to enjoy the life you want to live in retirement. All recommendations are coordinated with your other professional advisors, such as your attorney and accountant before being implemented.
Jim is experienced in advanced investment and wealth-building strategies employing a systematic approach to identify issues that apply to his clients, such as asset allocation, tax-saving strategies, estate planning, etc.
Check the background of this investment professional on FINRA’s BrokerCheck.