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Webinar: Claiming Social Security: Strategies for Approaching Retirement

Meet Patrick Cummins, CFP®

 

(800) 444-1053

About Patrick

Patrick’s priority is to help people achieve their financial and retirement goals. As a financial adviser, he is committed to making people feel confident and secure in their financial lives and future. Working closely with clients, he incorporates all elements of their lives into personalized financial plans, including investment portfolio advice, tax strategies and saving for college.

Patrick has been with Advance Capital Management since the start of his professional career. Starting as an intern, he worked his way to become an Associate Financial Adviser and eventually a Financial Adviser. He graduated from Grand Valley State University with a BA in both Finance and Management. He is a member of the Risk Management Association and is a CERTIFIED FINANCIAL PLANNER™.

Connect with Patrick on LinkedIn

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Specializations

  • Retirement Planning
  • Tax Planning
  • College Planning
  • Estate Planning
  • Investment Portfolio and 401k Advice & Monitoring
  • Social Security
  • Medicare
  • Insurance & Risk Management
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Qualifications

  • CFP® (CERTIFIED FINANCIAL PLANNER™)
  • BA in Finance and Management from Grand Valley State University

ADVISER Q+A

What influenced your decision to join Advance Capital?

Describe the importance of client education in your process.

How would you describe Advance Capital’s culture?

What do you find most rewarding about your work?

How have you progressed and evolved through your time at Advance Capital?

FUN FACT!

Patrick spent part of his childhood living in Egypt, where he had the opportunity to see different cultures and travel to many different places around the world. It was in Egypt where Patrick learned to love the game of golf and has continued to play golf throughout his life.