Don't get to the end of your business career and not be able to retire

Being in the dark and stuck is no fun. You work too hard and too long not to retire on your terms when the time comes.

You don't want to always be thinking retirement is five years away.

The sad fact is we see this way too often. A business owner (hopefully not you) gets to the end of their business career and can't afford to leave.

It doesn't have to be this way. We'll walk with you every step of the way.

We'll help you find out where you stand today.
You'll get a plan that will allow you to leave your business when you want to whom you want.
You'll have a partner who will help you discover what's best for you and your business.
You'll be able to focus on your business and worry less about your financial future.

Challenges You Might Be Facing

You don't have to go it alone

You want to retire in five years and don't know how.

My company doesn't make enough money that allows me to save for retirement.

You're not sleeping well.

You want to run your business and not worry about where payroll is going to come from.

You want a business that you love and never want to leave.

Is this anything that you worry about or want in your life?

Set a time to talk with us

It's not fair that you've worked hard for years and are not sure you'll be able to retire.

You've spent years building a successful business. You night spend your time focusing on your employees, your customers, and your community. There's a good chance you've forgotten to focus on what you need.

We'll walk besides you as you continue focusing on your business, and we'll help you focus on yourself too.

When you start focusing on financial freedom, you'll be amazed at how easy it is to hit all the goals in your life. The changes are minor and easy to implement.

We've spent years helping people just like you find strategies that will let them leave their business when they want, in the way they want.

Don't you want to join this group?

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Financial Freedom is closer and easier than you thought.

1. Talk to us about whether we're the right place for you.

It's always the starting place for you to discover whether we're the right fit for you.

2. We'll spend time planning what's the first step

We work with you to choose the first step you need to take towards financial independence.

3. We stand next to you as you implement every step

We won't leave you alone to figure it out. We're with you every step of the way on your journey to financial independence.

About Us

At Stage 2 Planning Partners, we understand that you’re the expert of your own life. You know what your goals are for the future, and it’s our job to help you get there. With over 70 years of combined experience helping individuals overcome economic and personal hardships, Stage 2 Planning Partners can help you plan for what’s next and make the best decisions for your personal goals. Schedule an appointment today to get started.

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Contact Us

1233 Shelburne Road Suite E6

South Burlington VT 05403

802.846.1264

The Patrick Group, Inc. (DBA Stage 2 Planning Partners) is a registered investment adviser located in South Burlington, Vermont. The Patrick Group, Inc. may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. The Patrick Group, Inc.’s website is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of The Patrick Group Inc.’s website should not be construed by any consumer and/or prospective client as The Patrick Group, Inc.’s solicitation to affect or attempt to affect transactions in securities, or the rendering of personalized investment advice for compensation over the Internet. Any subsequent, direct communication by The Patrick Group, Inc. with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of The Patrick Group, Inc., please contact the state securities regulators for those states in which The Patrick Group, Inc. maintains a registration filing. A copy of The Patrick Group, Inc.’s current written disclosure statement discussing The Patrick Group, Inc.’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from The Patrick Group, Inc. upon written request. The Patrick Group, Inc. does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to The Patrick Group Inc.’s web site or incorporated herein and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

The Patrick Group (DBA Stage 2 Planning Partners) is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.