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Welcome. I'm Patrick LeMieux.

Thank you for taking the time to visit me here on my client information page. My hope with this page is to provide you with quality third party information that will enable you to make an educated decision regarding the portion of your investments that you want to make safe.

Part of this decision is the relationship between you and I. Although I am not comfortable talking about myself - it seems to be a requirement...My background is that I started in this business in November, 1989 with The Prudential. I have several honors from them which you can see above; however, the one I am most proud of is the National Quality Service Provider award.

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What We Do

We break down your overall financial picture and, based on your individual suitability, try to repair and improve your investments in two areas: rate of return and safety.

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Investment Basics

Simply put: these theories work.

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National Ad

We currently advertise all over the country specifically for people who are in retirement age and need a competitive fixed rate. You can see our ads in several national association publications.

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For Licensed Agents

If you are a licensed life and health agent, we would love to tell you about our mentoring program. We can help you provide quality service and grow your business.

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Investment Tip of the Month

The most important item to be concerned with when you fully retire is to protect the "buying power" of your retirement investments. What this means is that you want your IRA or 401K to atleast grow at a rate that will outpace inflation and any possible taxation at redemption. Ideally you will want to achieve this type of return while avoiding any possibility of loss. We currently have an 8% return for future income with no risk. Feel free to contact me for further information by mail.

License #0B65018