South Burlington, VT 03/23/10 -- Stage 2 Planning Partners is proud to announce that business consultant, Josh Patrick offers solid solutions for the wealth management needs of those in Vermont. He specializes in working as an advocate for businesses, families, and individuals with unique needs in the field of financial and advisory services. He also works with families and owners of closely held businesses, striving to help clients reach unique and cost effective outcomes.
Many of the services offered by Patrick and Stage 2 Planning Partners are conducted by professionals registered through NFP Securities. This provides additional resources to help facilitate the complex financial decisions that must be made by clients.
Some of the services offered include support and assistance in developing a mission, vision, goals, and values to be applied to personal and business life, help designing and constructing a Legacy that will be in place far into the future, develop and implement strategies supporting the mission, vision, goals, and values, and assistance using the sophisticated financial tools available in today's world.
For more information about Stage 2 Planning Partners or how Josh Patrick can help residents of Vermont to manage their wealth, they are encouraged to visit http://www.stage2planning.com
