Pat Peason joins Wendy Edwards to talk about the subject of relying on inheritances.

Mr. Peason has been in the financial services industry for over 27 years and specializes in the unique challenges facing today’s retirees and pre-retirees. In the current difficult market environment, investors need to fully understand all the various options that are available to assist them in protecting and growing their investment portfolios. As a result of Patrick’s sound, conservative strategies, clients enjoy the peace of mind that comes from total portfolio optimization.

Originally a native of New Jersey, Patrick settled in the beautiful Shenandoah Valley. He regularly travels the valley, Charlottesville, and the capital city of Richmond, helping retirees preserve assets, reduce taxes, and generate income.