Pat is an average guy in his forties. Pat and his partner ran a successful carpet cleaning business for ten years in Orlando & Tampa, Florida. With the changing economy, price of gas and just needing a change of pace, Pat made the hard decision to move back to Colorado to be closer to family with medical challenges.
In that change Pat started to look at insurance sales. But not as the typical salesmen. Pat takes more of a consultative approach of how the insurance he works with works and what that it can do for you. And with some digging and investigating ended up working with early senior market as a Safe Money Specialist in regards to qualified money such as IRA’s, 401K’s or Stocks, Bonds and Mutual Funds. Pat has a great solution to keep you from going backwards with the dreaded RMD’s or required minimum distributions the IRS requires.
Pat also has found great joy in working with seniors and bringing clarity to a very confusing topic. Part A, Part B, Part C, Part D and Supplements, which do you take or not take and why? Again Pat uses a consultative approach of how best use Medicare for an individual’s needs.