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STAGE2PLANNING.COM

CFP, Investment Advisor & Management in Burlington, Stowe, VT

Certified Financial Planner, CFP, and Investment Management, Wealth Management and Financial Planning in Burlington, Stowe, and Vermont, VT

http://www.stage2planning.com/

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THE PATRICK GROUP, INC.

20 KIMB●●●●●●●STE 304

S BU●●●●GTON , VT, 05403-6805

UNITED STATES

1802●●●●8939
1802●●●●2693
jp●●●●●●@pfinancial.com

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THE PATRICK GROUP, INC.

THE PATRICK GROUP, INC.

20 KIMB●●●●●●●STE 304

S BU●●●●GTON , VT, 05403-6805

UNITED STATES

1802●●●●8939
1802●●●●2693
jp●●●●●●@stage2planning.com

View this contact

THE PATRICK GROUP, INC.

THE PATRICK GROUP, INC.

20 KIMB●●●●●●●STE 304

S BU●●●●GTON , VT, 05403-6805

UNITED STATES

1802●●●●8939
1802●●●●2693
jp●●●●●●@stage2planning.com

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CFP, Investment Advisor & Management in Burlington, Stowe, VT | stage2planning.com Reviews
<META>
DESCRIPTION
Certified Financial Planner, CFP, and Investment Management, Wealth Management and Financial Planning in Burlington, Stowe, and Vermont, VT
<META>
KEYWORDS
1 business owners
2 value creation
3 succession planning
4 affording retirement
5 private business
6 individuals
7 retirement planning
8 life changes
9 divorce management
10 wealth management
CONTENT
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PAGE
business owners,value creation,succession planning,affording retirement,private business,individuals,retirement planning,life changes,divorce management,wealth management,investments,estate planning,case studies,about us,careers,stage 2 blog,investment
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CFP, Investment Advisor & Management in Burlington, Stowe, VT | stage2planning.com Reviews

https://stage2planning.com

Certified Financial Planner, CFP, and Investment Management, Wealth Management and Financial Planning in Burlington, Stowe, and Vermont, VT

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1

Private Business Creating Value

http://www.stage2planning.com/private-business-creating-value

Death in the Family. South Burlington VT 802.846.1264 Latham NY 518.608.8939 Knowledge Center. Create Value in a Private Business. What does success mean for you? If this story sounds like you, you’ve come to the right place:. You’ve been in business for at least twenty years. You’ve had some ups and downs along the way. Your business has been personally satisfying. You’re really glad you decided to be in your own business. What you might want to do if it’s time to think about leaving your business.

2

Succession Planning

http://www.stage2planning.com/succession-planning

Death in the Family. South Burlington VT 802.846.1264 Latham NY 518.608.8939 Knowledge Center. You’ve built it, now what do you want to do with it? You’ve spent ten, twenty, or more years building your business. For the past several years it seems like everyone you see asks you what’s your exit strategy? You’re probably pretty tired of hearing that question. You also know you’re not getting any younger, and someday you’re going to have to figure out what to do with your business. Having your business be ...

3

Financial Advisor & Planner, Retirement Planning Stowe & Burlington

http://www.stage2planning.com/individuals

Death in the Family. South Burlington VT 802.846.1264 Latham NY 518.608.8939 Knowledge Center. Stage 2 Planning For. Financial and Retirement Planning for Individuals. Today retirement isn’t what you thought it would be. The days of the gold watch are long gone. Why don't you take five minutes and watch our video on why you need a financial plan to learn about the planning process. Am I on the right road? Have I saved enough for retirement? What happens if I get really sick and can’t work? Employers are ...

4

Financial Advisor & Planner, Retirement Planner Stowe & Burlington

http://www.stage2planning.com/individuals-burlington-vermont

Death in the Family. South Burlington VT 802.846.1264 Latham NY 518.608.8939 Knowledge Center. Financial and Retirement Planners for Individuals in Burlington Vermont. Today retirement isn’t what you thought it would be. The days of the gold watch are long gone. Why don't you watch the video below to find out about our financial planning process and why you need to consider getting a plan done for you. Am I on the right road? Have I saved enough for retirement? Am I investing in the best way possible?

5

Affording Retirement as a Business owner

http://www.stage2planning.com/affording-retirement-as-a-business-owner

Death in the Family. South Burlington VT 802.846.1264 Latham NY 518.608.8939 Knowledge Center. I want to leave my business, but know I can’t afford to! You want to leave your business. You might be a little tired; you might be a little bored. You have this nagging feeling that as much as you would like to do so, you know that you just can’t afford to move on. Your business isn’t going to get you there by itself. There are things you might not have considered that could help:. You don’t need to diversify ...

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