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
Exploring the Federal Student Grant Program
In this article, explore the benefits of the Federal Student Grant Program.
Saving for College 101
Here's a crash course on saving for college.
Protection Against Uninsured Drivers
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
Managing the Risk of Outliving Your Money
Steps to help you sustain and grow your retirement savings.
A Look at Diversification
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Financially Savvy at Six Figures
Help your clients with these practical steps to make the most of their six-figure income.
Women on the Rise
Explore the growing influence women wield over the economy with this handy infographic.
Data Breach: Your Security To-Do List
This article provides a checklist of steps to take if you experience a data breach.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
View all articles 
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, "What's next for the financial markets?"