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About Us

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Patrick is a dedicated financial advisor specializing in guiding individuals approaching retirement through the complexities of financial planning. With extensive experience in retirement planning, investment management, and wealth preservation strategies, Patrick is committed to helping clients achieve financial clarity, security, and peace of mind.

Understanding the unique financial concerns and goals faced by clients nearing retirement,

 

Patrick provides personalized strategies designed to optimize retirement income, minimize risks, and ensure long-term financial stability. Through comprehensive assessments and strategic planning, Patrick empowers clients to confidently transition into retirement.

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Patrick approach combines professionalism, transparency, and empathy, ensuring that clients receive thoughtful advice tailored to their individual needs. Whether you're looking to protect your assets, enhance your retirement lifestyle, or leave a lasting legacy, Patrick is your trusted partner in navigating your financial future.

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Patrick Cotter
Founder, CEO

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Helping you manage your finances so you can pursue your goals.

Schedule A Call

It’s not the final chapter in the book of life but rather the beginning... a second act. Schedule a call with us today!

About Us
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What We Offer

YOUR DREAMS MATTER

Patrick believes everyone should be able to live the retirement they’ve always wanted.

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Our team of professionals can help you create a well-thought-out strategy, using a variety of insurance products and services, to help you address your financial needs and concerns.

LEARN MORE ABOUT OUR SERVICES
What We Offer
Why Us

Why Us?

OUR 3-STEP PLAN CUSTOM-TAILORED FOR YOU

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Discover

Schedule a meeting to sit down with us and discover what your ideal retirement looks like.

Evaluate

Using our plan, we’ll examine your current financial situation and determine your retirement needs.
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Plan

Receive a custom-tailored
plan to help you reach your retirement goals.
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CONTACT US

PHONE 

(954) 554-1136

ADRESS 

6810 North State Road 7, Coconut Creek, FL 33073

Seminar Registration

Cotter Financial Group LLC. and Kinetic Investment Management, Inc. are two separate entities. Insurance products and services are offered and sold through individually licensed and appointed agents in all appropriate jurisdictions under Cotter Financial Group LLC. Investment Advisory Services are offered through Kinetic Investment Management, Inc., a registered investment adviser.

Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.

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