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WELCOME TO PATRIOT WEALTH PLANNERS

BETTER TOGETHER

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SCOTT OSBORN
An Independent & Fiduciary Wealth Planner

Scott copy

SCOTT OSBORN

An Independent & Fiduciary Wealth Planner

WE HELP OUR CLIENTS

Develop a clear, simple, strategy….and hold you accountable to implement it

Gain more confidence in their investment philosophy and behavior

Proactively reduce their lifetime tax burden

Build clear income plans for retirement

Contingency plan for when things go wrong (death, disability, and nursing home stays)

Make better decisions about their money

We believe that if we’re working together, we’ll do Better Together.

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Advisory services are offered through Patriot Wealth Planners, an Investment Advisor in the State of Ohio. The information contained herein should in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any state other than the State of Ohio or where otherwise legally permitted. All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication or future results. Moreover, this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. Purchases are subject to suitability. This requires a review of an investor’s objective, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital.

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