What are the opening hours?

Monday 8am - 6pm Tuesday 8am - 6pm Wednesday 8am - 6pm Thursday 8am - 6pm Friday 8am - 6pm

Patriot Business Consultants - Raleigh NC

Home
United States
Raleigh, NC
Patriot Business Consultants - Raleigh NC

Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Patriot Business Consultants - Raleigh NC, Financial Consultant, 4350 Lassiter at North Hills Avenue Suite 330, Raleigh, NC.

07/15/2026

If you’re between age 59½ and 69 and have a substantial IRA…

This question could be worth hundreds of thousands of dollars.

Every year, many retirees voluntarily write large checks to the IRS to fund Roth conversions.
They assume that’s the only way.

But assumptions can be expensive.

The tax code contains strategies that have existed for decades that many advisors never discuss.
The question isn’t whether you should plan.
The question is whether your current strategy is the most efficient one available.

Before your next Roth conversion, make sure you’ve explored all your options.

www.patriotbc.com

07/08/2026

Roth conversions can be powerful.

✔ Tax-free growth
✔ Tax-free retirement income
✔ No Required Minimum Distributions

But there’s one problem…

Most people fund the conversion tax from their own savings.

That means every year they are draining capital that could be growing for retirement.

What if your conversion strategy could help fund its own tax liability?

That’s exactly why more affluent retirees are exploring advanced tax planning strategies before making major Roth conversion decisions.
The strategy matters just as much as the conversion.

www.patriotbc.com

07/04/2026

Happy 4th of July! 🇺🇸

Today we celebrate the spirit of freedom, unity, and patriotism that brings us together. May your Independence Day be filled with family, friends, laughter, and unforgettable memories. Wishing everyone a safe and joyful 4th of July!

07/01/2026

Most advisors will show you the tax bill on a Roth conversion.

Few will show you the cost of paying that bill.
Imagine converting $150,000 per year from your IRA.
At a 30% tax rate, that’s a $45,000 tax bill every year.
Over a 7-year conversion strategy, that’s more than $270,000 out of your pocket.

But that’s not the real cost.

The real cost is the growth those dollars could have generated if they had remained invested.
What if there was a way to create tax-free retirement income without sacrificing hundreds of thousands of dollars of future wealth?

That’s the conversation many pre-retirees aren’t having.

Maybe it’s time you did.

www.patriotbc.com

06/22/2026

Celebrating the Fathers Who Lead by Example 💙

Today we honor the dads who inspire us through their hard work, dedication, and unwavering support. Whether offering guidance, encouragement, or a helping hand, fathers play an invaluable role in shaping our lives. Thank you for the countless sacrifices and everyday acts of love that often go unnoticed. Wishing all the amazing dads a Happy Father’s Day filled with love, laughter, and appreciation.

05/25/2026

Honoring the Brave This Memorial Day 🇺🇸

This Memorial Day, we pause to remember and honor the courageous men and women who made the ultimate sacrifice for our freedom. Their bravery, service, and dedication will never be forgotten. As we gather with family and friends, let us also take a moment to reflect with gratitude on those who gave everything for our country. Wishing everyone a safe and meaningful Memorial Day. ❤️🤍💙

05/10/2026

Mothers hold families together with their endless care, wisdom, and support. Whether through big sacrifices or small daily acts of love, their impact is felt in every moment.Today is all about celebrating the incredible women who inspire us to be better every day. Sending love and gratitude to all the amazing moms out there—Happy Mother’s Day! 🌷

04/22/2026

Most high earners think:
“I just make too much, so I pay a lot in taxes.”

That’s not entirely true.

The reality is:
📌 High income without strategy = high tax liability
📌 High income with strategy = controlled tax outcome

A tax planner doesn’t change how much you make —
they change how much you keep.

The real question isn’t what you earn…
it’s what you’re keeping.

www.patriotbc.com

04/15/2026

Two high earners.
Same income. Same success.

One pays significantly more in taxes.

Why?

Because one is reacting…
and the other is planning.

The tax code rewards those who understand it.

The question is:
Are you using it — or just paying into it?

www.patriotbc.com

04/08/2026

What if you’re overpaying on taxes…
and no one has ever shown you otherwise?

High earners don’t usually have a tax problem —
they have a strategy gap.

✔️ Same income
✔️ Same business
❌ Completely different tax outcomes

The difference?
One has a tax planner. One doesn’t.

How much could you be saving if you had a real strategy in place?

www.patriotbc.com

Address

4350 Lassiter At North Hills Avenue Suite 330
Raleigh, NC
27609

Opening Hours

Monday	8am - 6pm
Tuesday	8am - 6pm
Wednesday	8am - 6pm
Thursday	8am - 6pm
Friday	8am - 6pm

Telephone

+19193224114

Website

http://patriotbc.com/

Alerts

Be the first to know and let us send you an email when Patriot Business Consultants - Raleigh NC posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.