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’s Your Investment IQ?
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
Exploring the Federal Student Grant Program
In this article, explore the benefits of the Federal Student Grant Program.
Data Breach: Your Security To-Do List
This article provides a checklist of steps to take if you experience a data breach.
The Sequence of Returns
A look at how variable rates of return impact investors over time.
Understanding FDIC Insurance
FDIC insurance was designed to protect your deposited funds, but do you know how? This article answers that question.
Disability and Your Finances
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Best-Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
Debt Stress
There’s a link between debt and stress.
View all articles 
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
Your DNA Test
A Detailed Needs Analysis (DNA) can be a simple way to care for loved ones, no matter what the future may hold.