We are committed to providing individuals, families, and companies with the most complete set of planning tools available to help them achieve their goals. Our company works with the industry leaders through workshops, education and on going schooling to provide our clients with a true, comprehensive plan.
Pate Insurance Planning offers its clients the choice of thousands of investments, annuities, insurance products, and more. We help our clients decide which investments are right for them, how to prepare for a comfortable retirement, how to structure an estate plan, how to fund a college education, and much, much, more.
