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I hope we're one of the first to wish you a happy and prosperous New Year. The past year has been an interesting and satisfying one for us at The Patrick Group. In the past several months, we’ve had some very exciting changes happen in our organization that we want to share with you.
On October 1st of last year, we merged our firm with Harris-Murray from Albany, New York. The merger doubles the size of our firm. We now have three Principals, eight Associates and five staff members to serve your needs.
In addition to the merger, we will also be changing the name of our firm. Our new firm name will be Stage 2 Planning Partners. Over the next year, you will see a new logo and firm identification.
We believe our new name does a better job of describing what we do for our Clients. All of us in both firms concentrate on the planning needs of Clients. We believe that there are three stages in everyone’s financial life. This is true whether they own their own business, work for someone else or are a professional.
Stage 1 is the accumulation stage, Stage 2 is where we want to preserve and grow what we have and Stage 3 is where we get ready to distribute what we’ve accumulated. We know there are different strategies and tactics that need to be used in all three stages of a financial life.
We find that many of the Clients we work with are interested in making a smooth transition through the three stages of their financial life. We know that if we use the tactics, strategies and tools that we’ve developed, we can help our Clients make the transitions that are important to them in an effective and efficient manner.
All of us at The Patrick Group are excited about the upcoming changes. Our intention is that the merger will allow us to provide you better service in a more integrated manner. Please give us a call with any comments or questions you may have.
With Warm Regards,
Stage 2 Planning Partners
Stage 2 Planning Partners © 2006
Securities and Investment Advisory Services are offered through Representatives of NFP Securities, Inc. a Broker/Dealer, Member NASD/SIPC and Federally Registered Investment Advisor 1250 Capital of Texas Highway, Bldg. 2 Suite 125 Austin, TX 78746 - 512-697-6000 Representatives listed on this website are currently registered to conduct securities business in the following states: AZ, CO, CT, FL, IL, IN, MA, NC, NH, NY, PA, RI, VA, VT, WA Stage 2 Planning Partners is an affiliate of National Financial Partners Corp., the parent company of NFP Securities, Inc.
NFP Securities is not affiliated with Harris- Murray
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