Gerard Patin, CFP, Patin Wealth Partners

Gerard Patin, CFP, Patin Wealth Partners Patin Wealth Partners, CFP I have the skills, knowledge, and experience required to help meet my client's established goals.

My goal is to use my skills as a CERTIFIED FINANCIAL PLANNER™ professional to provide families and business owners with assistance in building their financial freedom. My personal goal is to become a lifetime resource for each and every client. I am licensed to sell insurance and securities in Louisiana, Texas, Alabama, and Mississippi. Securities offered through Cetera Advisors LLC, member FINRA/

SIPC. Advisory services offered through Cetera Investment Advisers LLC, a Registered Investment Adviser. Cetera firms are under separate ownership from any other named entity.

Should you focus on paying off debt or put your extra dollars to work? This calculator helps you compare both paths and ...
06/08/2026

Should you focus on paying off debt or put your extra dollars to work? This calculator helps you compare both paths and think through what makes sense for you.

Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ong...
06/08/2026

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ongoing diplomatic efforts in the Middle East. The Nasdaq gained 8.36%, the S&P 500 rose 5.15%, and Canada’s S&P/TSX Composite added 2.37%, while investors welcomed better-than-expected job growth and upbeat corporate earnings. With the Fed's next meeting scheduled for June, attention is turning to updated economic projections and what they may signal about the broader economy. From \$24 billion spent on Father's Day to the popularity of dining out and special outings, this month's by-the-numbers highlights how families celebrate the dads in their lives.

Stocks pushed higher in May, fueled by big tech names, positive economic news, and ongoing diplomatic efforts in the Middle East.

Where you save matters just as much as how much you save. See how tax-deferred growth compares to a taxable account over...
06/05/2026

Where you save matters just as much as how much you save. See how tax-deferred growth compares to a taxable account over the same time horizon.

Compare how the same contribution grows differently in taxable versus tax-deferred accounts.

If you're 50 or older, you're eligible to contribute more to your 401(k). See how those extra dollars could add up by th...
06/03/2026

If you're 50 or older, you're eligible to contribute more to your 401(k). See how those extra dollars could add up by the time you retire.

See how catch-up contributions after age 50 could significantly boost your retirement balance.

06/01/2026

What could your IRA actually produce in retirement income? Enter your balance and assumptions to see a projection of monthly withdrawals over time.

When was the last time you looked at the content of your portfolio? Steps to consider here.
05/29/2026

When was the last time you looked at the content of your portfolio? Steps to consider here.

Time and market performance may subtly and slowly imbalance your portfolio.

Is it possible to avoid a loss? Not entirely, but you can take steps to manage risk. Learn more here.
05/27/2026

Is it possible to avoid a loss? Not entirely, but you can take steps to manage risk. Learn more here.

Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.

What would happen to your finances if you couldn't work? This calculator shows how long your savings might last if a dis...
05/25/2026

What would happen to your finances if you couldn't work? This calculator shows how long your savings might last if a disability affected your income.

See how long your current savings might last if a disability interrupted your income.

When Should You Claim Social Security? Let's Map Your Strategy
05/22/2026

When Should You Claim Social Security? Let's Map Your Strategy

Help clients navigate their Social Security claiming decisions with our interactive roadmap.

Three tips for giving smart from the heart.
05/20/2026

Three tips for giving smart from the heart.

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Address

2014 W. Pinhook Road Ste 502
Lafayette, LA
70508

Telephone

+13375080518

Website

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