Services

In my mission to help women create a financially secure retirement, so they won’t outlive their money, I provide the following services:

  • Financial Coaching – virtual and in my office
  • Medicare Supplement Solutions
  • Senior Benefits such as Dental Insurance
  • Financial assessments, exercises, handouts and templates
  • Financial workshops and classes

 

Request your complimentary 20-minute phone consultation today. Your information is always kept confidential.

 

CONTACT PATTI:

Submit via Contact Form Here…

Phone: (831) 641-7127

FAX: (403) 317-1865

Email: patti@pattifagan.com