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
Making a Charitable Contribution
There are benefits and limitations when you decide to donate stock.
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
4 Steps to Protecting a Child with Disabilities
Planning for a child with special needs can be complicated, confusing, and even overwhelming.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Risk Perspective
Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.
Healthcare Costs in Retirement
Without a solid approach, healthcare expenses may add up quickly and potentially alter your spending.
Medicare Advantage Plans (Medicare Part C)
Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.
Your Changing Definition of Risk in Retirement
A change in your mindset during retirement may drive changes to your portfolio.
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.
View all articles 
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?
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
Retirement Accounts When You Change Your Job
This video explores what to do with retirement accounts when you move on from your job.
From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.