Retire Your Way Dream it, plan it, live it.

Our Team

At Patel Money Strategies, we believe you deserve to live the retirement of your dreams. That’s why we’ve dedicated our lives to helping clients design and implement successful financial strategies to reach their goals. If you’re looking for a team to guide you at every step on your retirement journey, we’re here to help.

Gail Patel

MEET YOUR GUIDE

Gail Patel CLTC, MDRT Retirement Strategist

COMPLIMENTARY EBOOK: What Financial Challenges Will You Face?

The world of retirement is changing — especially how we fund it. Many find themselves questioning when, or if, they will be able to retire. Our free, 8-page guide will help you get a head start on your retirement planning by showing you:

  • How an experienced financial professional can address your “what-ifs” about retirement — and then help you figure out how to address them.

  • How the average person spent $146 a year on health care in 1960 compared to the average cost today.

  • How to ask the right questions about retirement, including: How do I make my money last?

Download your free retirement guide now and take the first step toward taking control of your financial future.

Guarantees and protections provided by insurance products, including annuities, are backed by the financial strength and claims-paying ability of the issuing insurance carrier. Annuities are not bank or FDIC insured.

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READ MORE ABOUT Our Services Below

We’re independent, so we can help you develop your custom financial strategy from a wide array of products, services and approaches. We can help meet your specific financial needs, no matter how close you are to retirement.

Legacy
Planning

Tax-Efficient
Strategies

Life
Insurance

Retirement
Income Strategies

Asset Protection
Strategies

Long-Term Care
Strategies

Annuities

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Share a few details with us, and you’ll be on your way to our first meeting. We can’t wait to get to know you and your goals and dreams.

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