Patrick is our founder as well as our mentor; He has a vast amount of knowledge of all aspects of our business plans. He has logged uncountable hours of training in Taxes, Social Security, Medicare, Financial Planning, Securities and is a Licensed Insurance Agent. Patrick is passionate about keeping our office up to date, so he never stops studying. This makes our office in the forefront of latest information and products to fit any retirement plan.
Cody Crawford is first and foremost husband to the woman of his dreams and recently became a father to a little princess called Adalene.For almost a decade Cody has worked with individuals and families who are in or near retirement to redesign their portfolios mathematically, to help them stop losing money, never run out of money, increase their lifetime income, and save hundreds of thousands of dollars in taxes. As a Fiduciary Licensed Investment Advisor, as well as a National Social Security Advisor, Cody is passionate about financial education, and for the last 4 years he has taught Social Security, Tax, and Income Planning classes at Universities and Community Colleges across Texas.
“I was sick of the worry and losses. I never knew from year to year what I could draw out and spend. Now I always know exactly what I can spend.”
“My mom can’t thank you anymore as you know. So I want to say thank you from the bottom of the hearts of our family. We love and appreciate you and OM.”
“I worked like a dog for more than 40 years to get somewhere; I could not have lived with myself if I had turned around and lost it all in less than 39 days.”
“Thanks to you, I finally woke up and figured out that my broker was getting paid every month and I was losing money every month, stupid me. I am not down more than $ 120,000.00 thanks to your advice late last year.”
“I slept right through this stock market disaster and none of the bad news worried me a bit because my assets were safe | works better than my new mattress.”
“Well I hate to admit it, you were right. We only made 4% on our IRAs but they didn’t go down 35% like our other accounts, so it’s kind of like we’re up 39%?”
“Thank you for your leadership in getting us out of the stock market, thanks to you I am not forced to go back to work like most of my neighbors.”
Investment Advisory Services offered through SageGuard Financial Group, LLC, an SEC Registered Investment Advisor. Securities offered through TD Ameritrade Institutional, located at 5010 Wateridge Vista Dr., San Diego California 92121, (800) 431-3500. SageGuard Financial Group, LLC is neither an affiliate nor subsidiary of TD Ameritrade Institutional and does not provide tax or legal services.