Sandy Patrick, CFP

Sandy Patrick, CFP Securities offered through Cetera Advisors LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity.

Advisory services offered through Cetera Investment Advisers LLC, a Registered Investment Adviser. Advisory services offered through Cetera Investment Advisers LLC, a Registered Investment Adviser. All third party posts are the responsibility of their respective authors. These opinions and information are subject to change at any time without notice or obligation of notification. The information

is intended for informational purposes only and is not intended to provide tax, legal or investment advice.

Might you need more coverage in retirement? This piece covers some good reasons to retain your insurance.
01/20/2025

Might you need more coverage in retirement? This piece covers some good reasons to retain your insurance.

Reasons to retain your coverage into your retirement years.

Many have heard they should avoid probate; do you understand what probate is and how it works?
01/17/2025

Many have heard they should avoid probate; do you understand what probate is and how it works?

Probate can be a completely public process, or it can be managed to include as little information as possible.

The roof protects your home against nature’s risks. Is your personal wealth protected against life's risks?
01/15/2025

The roof protects your home against nature’s risks. Is your personal wealth protected against life's risks?

Building wealth requires protection from the forces of wealth destruction.

Tax-loss harvesting can be a simple way to offset gains and reduce your tax bill. Learn how this—and other strategies—ca...
01/13/2025

Tax-loss harvesting can be a simple way to offset gains and reduce your tax bill. Learn how this—and other strategies—can enhance your long-term returns.

Ready to optimize your portfolio and reduce your tax burden? Discover 5 tax-efficient investment strategies that could help.

You make your own investment decisions, but how familiar are you with the products? Take our short quiz.
01/10/2025

You make your own investment decisions, but how familiar are you with the products? Take our short quiz.

You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz

How much of your estate will Uncle Sam inherit? Estimate your potential estate tax liability.
01/08/2025

How much of your estate will Uncle Sam inherit? Estimate your potential estate tax liability.

This calculator helps estimate your federal estate tax liability.

Are you ready for school—again?
01/06/2025

Are you ready for school—again?

This worksheet can help you estimate the costs of a four-year college program.

For a small business, the loss of a key person could cause financial hardship.
01/03/2025

For a small business, the loss of a key person could cause financial hardship.

Business owners may be able to protect themselves from the financial consequences of losing a key employee.

Do you carry a balance on your credit card? Learn how long it may take to pay off the entire debt.
01/01/2025

Do you carry a balance on your credit card? Learn how long it may take to pay off the entire debt.

Enter various payment options and determine how long it may take to pay off a credit card.

Was it worth it? How long before your gas savings makes up for the cost of that new hybrid?
12/30/2024

Was it worth it? How long before your gas savings makes up for the cost of that new hybrid?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

To help determine whether a charitable trust is a good-fit solution for you, consider your tax situation, giving goals, ...
12/27/2024

To help determine whether a charitable trust is a good-fit solution for you, consider your tax situation, giving goals, family situation, and overall financial picture.

Want to Know if a Charitable Trust is appropriate for you? Understand the philanthropic and tax implications.

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Cheyenne, WY

Opening Hours

Monday 8am - 5pm
Tuesday 9:15am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 2pm

Telephone

+13076387526

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