Patrick J. Cloutier specializes in helping those at or near retirement create, implement, and monitor a plan to take income from their investments and savings. He is qualified and trained to help protect and preserve your income and assets.
Our goals for each client are to first make sure that each has an income plan that they are happy and comfortable with and then make sure that other money is transitioned or gifted safely and efficiently to loved ones. We can help you identify and employ strategies that take in to account passing on wealth in lump sum or over time to your heirs.
Patrick has worked since 1987 in the areas of investment and insurance, income and estate planning. He graduated in 1987 from the University of North Texas with a BBA in Financial Planning. He is an accredited Asset Management Specialist and a chartered retirement planning counselor through the College for Financial Planning. He is licensed to practice in Texas, Florida, California, Montana, Connecticut, Illinois, Louisiana, Oregon, and North Carolina.
McKinney, Texas is home for Patrick, his wife Vonda. They have three daughters Caroline, Madeleine and Meredith who have all graduated from Texas Tech University. They are members of St. Gabriel the Arch Angel Catholic Church. Patrick and Vonda's outside interests primarily involve their community, their daughters, and their two rescue boxer dogs, Ferdinand and Felicity.
Patrick serves on the board of Grace to Grow, the Leadership McKinney Alumni Committee and on the McKinney Zoning Board of Adjustments. He is the past Chair of Volunteer McKinney.