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Patrick Strubbe

ChFC, CLU, RFC
Retirement, Investing, Lifestage Based Planning
80%
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“Pat Strubbe, best-selling author of "Save Your Retirement!", has a passion to help Americans achieve retirement with confidence.”
Firm:

Preservation Specialists, LLC

Job Title:

Founder and Owner

Biography:

Patrick (Pat) Strubbe is the founder and owner of Preservation Specialists, LLC, established in 2003. Pat and his team offer a dynamic process that integrates their clients' financial resources with their vision of personal fulfillment and security. Since 1997, Pat has been teaching consumers age 50+ how to preserve their assets and increase their income through the use of tax efficient strategies.

Pat vividly remembers being in high school and how his grandfather’s need for nursing care at that time affected his entire family. His mom having to handle the bills and coordinate payments, his grandfather having to depend on someone else to take care of him both physically and financially — the entire situation wore down the family. This experience is what gave Pat the desire to help people attain their financial goals and avoid the problems his family faced.

A well-known financial educator and retirement planning specialist, Pat is a recurring guest on the WIS (NBC)-TV news with anchor Dawndy Mercer Plank. He also was the financial columnist for the Lexington Chronicle for many years and has been featured in USA Today, Columbia Business Monthly, Investor’s Business Daily and other national publications. He has been a featured guest on numerous radio shows around the country and is often recruited as an area "expert" in the field of retirement planning. He is the host of the show “Retirement with Confidence” on WVOC and author of the Amazon.com best-selling book, “Save Your Retirement from Mass Destruction by the 7 Retirement Villains!” His professional designations include Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU) and Registered Financial Consultant (RFC).

Pat lives in Columbia, South Carolina, and is married to his beautiful wife, Janelle, who works as a nurse. He is the proud father of three children: son Carter and daughter Ava are students at Dutch Fork High School, and baby Gabriella is enjoying time at home with her mom and dad. Plus, he and his family are excited to announce that Pat and Janelle are expecting a girl later this year!

Pat enjoys watching NBA basketball games with his friends and family. He loves to see his favorite team, the LA Lakers, whenever he can, and has fond memories of watching the Lakers in the era of Magic Johnson from his youth. Pat also is an active member of Hope Lutheran Church in Irmo, where he has served as an elder of finances since 2003.

Education:

BS, Accounting, Purdue University

CRD Number:

2845724

Disclaimer:

Securities offered through Kalos Capital Inc. and investment advisory services offered through Kalos Management Inc., both at 11525 Park Woods Circle, Alpharetta,Georgia, 30005, (678) 356-1100. Preservation Specialists, LLC is not an affiliate or subsidiary of Kalos Capital Inc. or Kalos Management Inc.

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September 2017

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    Retirement, Investing, Asset Allocation, Choosing an Advisor
Should I use annuities as a temporary investment?
75% of people found this answer helpful

This is a great question, as we all should consider what type of allocation makes sense to us based on where we are in our lives. 2 to 5 years from retirement is definitely a critical time to make sure your allocation is set the right way for you. There are very few savings or investment vehicles that can truly provide you with some kind of "guarantee," and a fixed annuity is one of them. 

Based on the information you have provided, this is definitely a good approach. The goal should always be to do the following:

1. determine the safe versus growth balance that is right for you, and then,

2. monitor both types of savings and investments to ensure you're getting the best return with least risk.

July 2018
    Personal Finance, Investing
What are the best short term investing options?
47% of people found this answer helpful
October 2016
    Retirement, Investing, Asset Allocation
Should I alter my investment strategy?
46% of people found this answer helpful
November 2016
    Personal Finance, Starting Out
If you had to give a young adult one piece of financial advice, what would it be?
44% of people found this answer helpful
April 2017
    Choosing an Advisor
Do Financial Advisors provide strategies to protect one's assets?
43% of people found this answer helpful
April 2017