Business & Estate Planning

Our Expertise

Wealth & Investment

Retirement & Protection Planning

Business & Estate Planning

Business Solutions

Philanthropy

Estates and Businesses are often intertwined.

  • A high level of expertise is required to address these needs in an effective and efficient manner.
  • As a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company, Carlene utilizes specialists experienced in taxes, law, life insurance, accounting and charitable giving.
  • Plans are reviewed and executed by Carlene Patterson, a CFP® professional who has developed, owned and operated multiple businesses and understands the day to day as well as long term needs.