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Clean Neighborhood

Ann Marie Patinio

Your Neighborhood Agent

Financial Survival Garden Book

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  • Manage Finances

  • Identify Various Saving Methods

  • How to pay your future self

  • Develop your own Savings Philosophy

My Services

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Federal Benefit Specialist

  • Federal Benefits Review: Learn about all of your Federal Benefits

  • Retirement Preparation Review: How ready are you for retirement? Get your Personal Retirement Workbook with your review.

Licensed Life Insurance Agent

  • Coverages offered by A+ rated companies.

  • Term Life Insurances with low rates that never go up.

  • Permanent Products to cover you from birth to death.

  • Funeral Expense Coverage.

Disability Insurance

  • Protect Your Income

Financial Planning

  • Receive a Personalized Comprehensive Financial Plan

  • Achieve Personal, Professional, and Financial Plans

Services

Here are my areas of expertise

  • Financial Planning

  • Insurance Protection Strategies

  • Life Insurance Strategies

  • Retirement Planning & Income Strategies

  • Education Planning & Funding

  • Disability Planning

  • Multigenerational Planning

  • Estate Planning

Boost your financial knowledge.

Get to know me:

Aloha, I am Ann Marie. Welcome to my page! As an Entrepreneur I am always watching trends and moving with the times to stay ahead of financial turns. That being said, I am also very cautious. We all know that the "tortoise won the race". 

 

As your local neighborhood agent.......

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I Guarantee

01

Professionalism

02

Personalized Service

03

Lifetime Resource

Testimonials

Ben O.

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“Ann helped me complete my retirement paperwork and set up my annuity.  I happily retired on July1st!”

Contact
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