Patrick Vanderbilt

    Focus: Insurance Strategies, Business Owners

    Languages: English, German

    Wealth accumulation and risk management cannot be separated in our days. Without a strategy that considers different scenarios that could endanger your wealth accumulation efforts, you may run into problems sooner or later. But there are ways to help minimize risk and do it in a way that empowers your efforts to achieve a more secure retirement, a clear path to the retirement income you desire, and a legacy to leave behind. Trying to figure out the gaps and risks in your financial strategy and putting all possible fail-saves into place, can make all the difference. If you want some help to assess your personal situation, my team and I are available to take a careful look at all the moving parts, so you can focus on planning the fun parts of your future. Maybe you are thinking about providing your employees with valuable benefits that will show them that loyalty to your company will always be rewarded and being part of the team gives them more than just a fuzzy feeling and a paycheck? We can help with that. Or maybe you simply wish to leave a legacy for your kids, grandchildren or favorite charity? That is one of my favorite things to support clients in because I believe in the power of being the change you wish to see in the world. Hope is not a plan but a good plan is a great first step to be prepared for whatever comes your way. Let's help get all your bases covered and set you, your family or your business up for success.

    • Employee Benefits
    • Life Insurance (term life insurance & permanent life insurance)
    • Disability Income Insurance
    • Long-Term Care Insurance
    • Medicare Supplements
    • Independent Health Insurance
    • Risk Management
    • Retirement Planning
    • Small Group Benefits
    • Succession Planning
    • Buy-Sell Agreements

    See Patrick’s Licenses and Disclosures

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    GoldBook Financial

    Main Office

    4900 N Scottsdale Rd #4000
    Scottsdale, AZ 85251

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