Welcome
Welcome to our Web site, where you'll find a wealth of information in the form of newsletter articles, calculators, and research reports.
We hope your visit will help you realize the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation, as well as the value of working with skilled professionals.
Our Web Site is designed to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. From the basic concepts of financial management through the more complex strategies of estate planning or business continuation we are here to help.
We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance.
Patrick Pillsbury is licensed in the States of California and Nevada for securities business.
Helpful Content
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Bull & Bear Markets: A Timeline
This helpful infographic will define bull and bear markets, as well as give a historical overview.
What To Do When Your Income Reaches 7 Figures
Preserve your high net worth with these foundational tips.
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Diversification, Patience, and Consistency
Three important factors when it comes to your financial life.
Insuring Your Business With a Buy/Sell Agreement
It may help your business be better prepared in the event of the death of a principal or key employee.
The Three Keys to a Great Password
Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.
Orchestrating Your Retirement Accounts
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
View all articles 
Rightsizing for Retirement
What does your home really cost?
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Saving for College 101
Here's a crash course on saving for college.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Dog Bites and Homeowners Insurance
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.