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
Risk Perspective
Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.
Retirement Strategy After a Job Loss
Job loss can shake both finances and confidence, reassessing your retirement strategy is key to moving forward with clarity.
Estate Strategies of the Rich and Famous
The examples of famous celebrities underline the need for a clear estate strategy.
What Can You Buy With 529 Distributions?
This article can be a helpful guide when beginning to prepare for education expenses.
Tax Efficiency in Retirement
What role would taxes play in your investment decisions?
3 Estate Challenges for Blended Families
This article will help your clients with blended families think and prepare their estate strategy.
Strategies for Managing Student Loan Debt
Five strategies for managing your student debt.
How Women Can Prepare For Retirement
Are women prepared for a 20-year retirement?
Five Most Overlooked Tax Deductions
Five overlooked tax deductions to help manage your tax bill.
View all articles 
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.