Patti McTier

Patti McTier

Registered Financial Advisor

Phone: 770-971-9141
Fax: 770-971-9141
Mobile Phone: 404-975-9503
E-mail:
 

Patti brings 13 years of financial experience to her practice and joined Vining Financial Services, Inc. in March 2016. Her background in banking provides a unique skill set unmatched in the financial industry. By tying together all facets of money management from paying your day to day bills to complex advanced planning strategies, her clients, individuals and business owners alike, receive individualized strategies tailored to meet their specific needs. She is an expert at finding money that you are losing unknowingly and unnecessarily. Patti has formulated specific methods to potentially help decrease your tax burden; because you have better uses for your money than paying Uncle Sam. Do you have lazy assets? Implementation of her fiscal management strategies deliver impactful and measurable results for your personal and business resources. Patti’s educational approach ensures you know what you have, why you have it, and creates an understanding of how utilizing your plan can help you become financially secure.

Patti’s goal is to educate business owners, families, and individuals to achieve more financially by bringing their thoughts and actions into focus. By being conscious of our decisions, we eliminate a life of mediocrity and uncertainty and maximize our potential for success. I design and implement a plan that protects my clients from the negative impacts of live events and produces exceptional outcomes for their futures.

Patti has her Series 7 and 66 as well as Georgia Insurance Licenses for Life, Health. She is securities licensed in the state of Georgia.