The Roanoker November/December 2023 - 41

FINANCIAL ADVISOR PROFILES 2023
Patrick Ayers
AYERS FINANCIAL SERVICES
Q: Financial seminars have gained popularity in recent years. What is the benefit of attending one of these
events?
A: I've been conducting informational seminars for over 25 years, and I still meet people overwhelmed and misguided
about what to do at every workshop. People are often fed misinformation or half-truths from a variety of
sources. These seminars are an opportunity to disseminate clear and concise information and answer questions
in real time, specific to the concerns of those in attendance. Some people are intimidated to meet with a financial
advisor, and this provides an opportunity to conduct an interview of sorts; to gauge the speaker's knowledge,
sincerity, and how they do business.
Q: What is the one question you hear the most from people?
A: The first, and most frequent, question I am asked is - " Will I run out of money? " This isn't just a common question;
it is an important one! You would be crazy to take a vacation and spend your entire budget on the plane ticket
and be left without any money for food or excursions. Well, retirement is basically the ultimate vacation, and you
want to make sure you have enough in the fund to fully experience all it has to offer. Your advisor should have
many different tools to examine and answer this question and make sure your financial plan matches and meets
your retirement goals.
Q: What do you feel sets your firm apart from other financial institutions and what serves as the foundation
for your client interactions and relationships?
A: In addition to being an independent company with extensive industry experience, my firm is strengthened by the
longevity and dedication of my team. They bring over 60 years of combined service to my office. What this means
is that our clients know who they're dealing with day to day and year to year. We know our clients... and their
children... and their grandchildren. Our relationships are built off the trust that we truly have their best interests
at heart. Their goals are our goals, and my greatest accomplishment is making a difference in my clients' lives and
helping them live the retirement they worked a lifetime to earn!
Q: What educational resources do you provide for those seeking more information on retirement planning?
A: 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 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.
TheRoanoker.com
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" As an advisor, I want my clients to
feel confident and trust the plan
we develop. If I'm giving advice
without the educational component
to understand the " why " behind it,
then I'm only doing half of my job. "
-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.
NOVEMBER/DECEMBER 2023 41

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The Roanoker November/December 2023

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