HG Tailored Financial Services LLC

•	Listen and understand a client/prospect needs regarding their financial picture.
•	Guide clients with objective advice in accumulating sufficient assets to live a fulfilling and comfortable retirement.
•	Monitor and review a client’s progress, and assist with a variety of retirement-related concerns.
•	Specialize in retirement income solutions, social security planning, IRA and 401(k) transition assistance, retirement plans for business owners
•	Teach clients how to properly invest funds and how to eliminate excessive debt.

Retirement Planner

BB&T

•	Make outbound calls to BB&T and BB&T Investments clients in order to set appointments for the Financial Consultant
•	Manage the Financial Consultant’s calendar to maximize appointment productivity while anticipating the time frame required for presentation 
•	Review client accounts and assist with management of multiple investment vehicles.
•	Clearly and concisely track and document notes in Client Focus with regards to each client contact’
•	Ability to self-motivate and adhere to call schedule with minimal supervision

Outbound Investment Sales Specialist

•	Establish and maintain an understanding of affluent assigned clients’ financial needs through frequent interaction and continuous us of the BB&T profiling model. 
•	Develop and maintain excellent working relationships to support all assigned Private Financial Advisors. 
•	Serve as a personal financial advisory resource for clients, attorneys and CPAs.

Wealth Solutions Advisor 

•	Prepare proposals and client presentations
•	Market insurance lines to appropriate departments
•	Order and process new business, renewals and changes to policies
•	Express customer education involving insurance

Insurance Marketing Agent 

Raised in a motivating household in Charlotte, NC, my mother and father taught me to help others in life will be rewarding in more ways than one. Tragically losing my mother at the age of 13, presented unpreparedness for my family. My father, a blue collared worker, gave his all to the best of his knowledge. As I became an adult I looked back and noticed what was out of place financially, which created more difficultly for my single parented father. Life insurance, college savings, a retirement plan, nor the dream of financial security did not exist. As a result, my life experiences created an appetite for financial literacy and helping others.   

After many years working in the corporate America financial services arena, I earned the Chartered Retirement Planning Counselor (CRPC®) designation. This particular designation gives me the opportunity to help clients achieve financial success by focusing on key areas of their life. I specialize in comprehensive financial planning for individuals, families, as well as retirement plans for small businesses. Understanding my childhood and early adulthood challenges, I am able to guide them to be better prepared for the expected and unexpected life events.

My belief is conversations regarding retirement should be had early in life, which enables me to customize a plan for clients that coincides with their unique situation. My overall goal is to help clients retire by age 50 or as soon as possible. 

Being a Retirement Planner for HG Tailored Financial Services is not just a career, it’s a platform for my passion. Helping clients achieve financial success is the best reward I can receive. 

Allow me to take the first step with you and have a conversation! Call: (469) 983-8282 or email: patrick@hgloverfinancial.com

Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. Investment advice offered through HG Tailored Financial Services, LLC, a Registered Investment Advisor and separate entity from LPL Financial. 

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

• The financial professionals associated with HG Tailored Financial Services, LLC may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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