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
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
A Checklist for When a Spouse or Parent Passes
An overview of some fundamental steps when a loved one passes.
Buying Auto Insurance For Teen Drivers
Tips on insuring your teen driver.
8 Financial Milestone Birthdays
Get ready to celebrate your financial birthdays in this informative infographic.
Catch-Up Contributions
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
Glossary of Scam Terms
A helpful glossary of current scams.
Starting a Roth IRA for a Teen
This early financial decision could prove helpful over time.
View all articles 
Timing Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.
Preparation is the Key to Retirement
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?