Patrick J. De Leon

Schedule an appointment with me today
https://calendly.com/pajode

I know that a lot of my friends and coworkers have recently completed their open enrollment for job benefits, so listen up!

Long term care is not just for people who are old and frail living in a nursing home. In fact, 40% of people between age 18-64 are receiving long term care right now.

You probably have questions about cost, how it works, how do you make a claim, or simply even considering why do you even need it.

Schedule an appointment with me this month. November is LONG TERM CARE AWARENESS MONTH. Click on this link to set aside one on one time with me: https://calendly.com/pajode

So true. Without long-term care insurance in place, you may burn through your life savings or have no choice but to rely on family members for care. Long-term care insurance is worth it because it can help protect your assets, spare your family from financial and emotional stress, and put you in control of your health decisions.

It’s back to school time for many families this month!

I’m sure you have thought about college. You’ve pictured what that would look like for you and your child. My question to you is are you prepared?

I am a certified college planning consultant through a non-profit 501(c)(3) organization. My goal is to give your child the guidance and support they need and to reduce the out of pocket expenses you will need to make for college.

You can learn some steps to take in preparation for this. Schedule an appointment with me today.

https://calendly.com/pajode

630-621-2183 (cell)

I had a great time networking at Tercer Jueves Michigan Hispanic Chamber of Commerce sponsored by LaSalle Construction Services and hosted by Michigan Regional Council of Carpenters and Millwrights

It was wonderful to reconnect with familiar faces and meet with new people as well. There is something for everyone here. Various industries and business owners in attendance. The chamber has truly cultivated a community that leads and inspires.

We look forward to the next event!

Credible source from Forbes

If you are concerned about not having enough saved for retirement, schedule some time to meet with me one-on-one

https://calendly.com/pajode

A Volatility Buffer: Discussing Fixed-Indexed Annuities With Retired Clients By openly addressing both the pros and cons, advisors can build trust and empower clients to make decisions that genuinely support their financial well-being.

If you are new here, hello and welcome to my education page.

My name is Patrick De Leon and I am a proud advocate for financial literacy and financial education. My goal is to connect with many people like you who may be going through some challenges.

It is okay to talk about this. Many of us did not have the privilege to learn how to manage our money when we went to school. Some of you are unsure what to do and don’t know who to trust. Google has become your safe zone. But let’s be honest with ourselves.

No one is more interested in your financial future than you. The government, the bank, your employer, none of these are responsible for you to succeed. It’s you who has control of your future.

One of the most important decisions you can make is to have a clear mind and start forming a plan. And to help you take those steps is a professional like me.

Please feel free to schedule an appointment with me at https://calendly.com/pajode

I am looking forward to meeting you and learning what is most important to you in your life.

Ok last one I promise! 🤣

Ok this is out of control 🤣🤣🤣