The Roanoker Nov/Dec 2024 - 42

FINANCIAL ADVISOR PROFILES 2024
Patrick Ayers
AYERS FINANCIAL SERVICES
As a financial advisor, tell us what you do and who you work with.
We provide comprehensive retirement planning to help grow and help protect your life savings. We focus on
our clients' future goals as the driving force behind our investment selections. Because we are an independent
advisory firm, we work for our clients, not a Wall Street company or bank. We mostly work with people who have
already created their wealth and are looking to us to help them preserve it, while also allowing it to continue to
grow. Our clients are often concerned about stock market losses, high taxation, expensive healthcare, inflation
and passing on their wealth to their loved ones. We provide a comprehensive strategy and plan to help address
these concerns.
What makes you stand out from other financial planning firms?
History often repeats itself, and this can be especially true in the financial markets. Everyone wants a crystal
ball, but a rearview mirror can be just as beneficial. It is important to work with someone who has been through
the various market cycles and has experience with the ups and downs of election years, market volatility and
global conflicts. My team and I bring decades of experience which makes us a valuable resource to our clients.
We can remain rational, not reactive, because we've been through hard times in the market before. Our team
approach ensures someone is consistently available to assist you in achieving your financial goals.
What advice do you have for someone feeling overwhelmed when it comes to financial planning?
In today's society, there is no shortage of predictions, opinions or information readily available. But to quote
Albert Einstein, " Information is not knowledge... " Knowledge is about knowing how to put that information to
work for you. I often see people who don't know what to do with what they've been told. I focus on helping
clients shut out the " financial noise " so we can develop a strategy that addresses their individual situation and
goals. Seeking the advice of a professional third party can simplify the process of financial planning and help
you stick to fundamentals.
What educational resources do you provide for those seeking more information on retirement planning?
I feel finding credible and reliable sources is imperative. We maintain a timely library of articles, videos,
and resources on our website. I also host a weekly radio show and podcast on current events and topics of
interest on WFIR - news talk radio. You can listen to past episodes and inquire about upcoming seminars at
AyersFinancial.com.
42 november/december 2024
SPONSORED CONTENT
" The ability to make rational, not
reactive, financial decisions comes
from having both a sound retirement
strategy and a customized financial
plan. Knowing how you'll navigate the
unknown can make all the difference,
and I believe that's one of the greatest
services we can offer our clients. "
-Patrick Ayers
5185 Peters Creek Road
Roanoke, VA 24019
(540)-563-9144
AyersFinancial.com
Securities and advisory services are offered through Madison Avenue
Securities, LLC (MAS). Member FINRA/SIPC, and a Registered Investment
Advisor. MAS and Ayers Financial Services are not affiliated entities.
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The Roanoker Nov/Dec 2024

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