Patrick Reid – Quad Cities Financial Advisor – Finding what matters to each client regarding their values and long-term goals helps us craft a customized financial plan that brings fulfillment for today and stability for the future.


Financial Advisor

Get educated about the importance of planning early and planning right

Meet your new Financial Advisor

Are You Getting the Best Return on Life You Possibly Can?

It’s important to balance return on investments with return on life (ROL). ROL is defined as, ‘How well you are doing in living the life you want, with the money you have.”

Yes, You Might Actually Enjoy a “Working” Retirement

An important part of your retirement plan is a discussion of the benefits of working, regardless of age. Retirement is no longer an event––it is a segue into an altered definition of life as you know it.

It May Be Time to Reconsider What Retirement Means to You

Whether you’ve been told you should retire at 62, 65, or some other age, only you can decide what is right for you. In fact, you may want to reconsider retiring at all––at least in the traditional sense.

“Redefining retirement is about balancing vacation and vocation. How you define retirement is up to you.”