WELCOME TO PATRIOT WEALTH PLANNERS
BETTER TOGETHER
SCOTT OSBORN An Independent & Fiduciary Wealth Planner
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.