As with most other things in life, the key to achieving your long-term business and estate objectives is planning. Your goal may be to assure that your business, the one you spent all your life building up, doesn't wind up on the auction block because there was no formal succession plan in place. You may want to make sure that when you pass your estate to the next generation that it is protected from creditors, divorcing spouses and taxes in the future. These things won’t happen by accident. It’s important to determine what you’d like to achieve and map out a strategy that will help you meet those goals. The good news is that it’s never too late to start.

 At Pat Vivier Financial Group, LLC , we help you crystalize your objectives and get you to take action. We will work with your current team of advisors or introduce you to other professionals we have worked with to make sure the job gets done.

Please use our Web site as a resource, and do not hesitate to contact us for additional information or to schedule a meeting. Thank you for your interest.

Pat Vivier is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of MS and IN . No insurance business may be conducted outside the states referenced.

Pat Vivier is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency. In this regard, this communication is strictly intended for individuals residing in the state of MS. No offers may be made or accepted from any resident outside the specific state referenced.

Pat Vivier Financial Group, LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.

Pat Vivier is also separately registered as an investment adviser representative under Eagle Strategies LLC, a Registered Investment Adviser, offering advisory services in the state of MS As such, these services are strictly intended for individuals residing in that state.

Neither Pat Vivier Financial Group, LLC, its employees nor NYLIFE Securities LLC or its subsidiaries render tax, legal or accounting advice. Please consult your professional advisors regarding your particular situation.