MISSION STATEMENT
The professionals at Constitution Financial Partners, LLC offer guidance and education to clients to help them build and preserve wealth. Applying the “Client Bill of Rights” as the cornerstone to advice, we rely on experience and a deep understanding of our clients’ unique financial lives. Our team offers individual solutions empowering clients to control their financial future.
ABOUT US
Constitution Financial Partners, LLC, an independent practice, was established on June 22, 2009.
Patti Beckwith, CFP®, is the Branch Manager and owner and has been affiliated with Raymond James for 20 years.
Patti helps clients plan for their financial future. Taking a holistic approach, Patti advises clients in financial planning areas including retirement planning, education funding and insurance planning. Patti will also work with a client’s CPA and estate planning attorney to ensure that a client is utilizing tax and estate planning advice.
The information and headline news that confront us every day can be overwhelming and daunting. This typically leads to paralysis and postponement of very important decisions. Patti coaches and educates clients to take control, navigating a course of action to better achieve their dreams and intentions.
Raymond James, Constitution Financial Partners and Patti are “Committed to your financial future.”