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
3 Estate Challenges for Blended Families
This article will help your clients with blended families think and prepare their estate strategy.
Who Is Your Trusted Contact?
This investment account question is vital and answered as early as possible.
When to Self-Insure
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Why Medicare Should Be Part of Your Retirement Strategy
How Medicare can address health care needs in your retirement strategy.
Insuring Your Business Against Cyber Liability
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
AI Tools Changing Retiree Entrepreneurship
The impact that Artificial Intelligence (AI) tools can have on retirees with a consulting or small business venture.
Preparing for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Year-End Charitable Gifting and You
This article may help you maximize the benefits of your donation for your chosen charity.
Do Your Kids Know The Value of a Silver Spoon?
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
View all articles 
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
Coaches
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.