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
Is a Variable Annuity Right for Me?
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about if annuities are right.
What's My 2026 Tax Bracket?
Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.
Variable Universal Life Insurance
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
When Does Your Personal Car Become a Commercial Vehicle?
At what point can you call a personal vehicle commercial?
Financial Strategies for Women
Some may leave their future to chance but in the world of finance, the effects of the "confidence gap" can be apparent.
Monthly Memberships
A look as how autopay subscriptions can be a drain on your finances, especially when forgotten.
To choose a plan, it’s important to ask yourself four key questions.
Tax Efficiency in Retirement
What role would taxes play in your investment decisions?
How to Invest in LGBTQ+ Friendly Companies
This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.
View all articles 
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
18 Years Worth of Days
The average retirement lasts for 18 years. What will you do with your days?
Preparation is the Key to Retirement
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.