Local Financial Advisor Columbia, SC

You’ve worked your whole life to build your nest egg.

Let us help you protect it.

As featured on:


Financial Advisor Near Me

"Save Your Retirement"

Tips to maximize. Strategies to protect. Pat Strubbe tells you how to help keep your retirement assets on track. Tune in Saturdays and Sundays for the latest retirement tips.

Watch, Listen, Learn

Keep up with financial information that can help you live a confident retirement. Watch Patrick Strubbe’s appearances on WIS-TV News 10, an affiliate of NBC.

Have Questions about Retirement?

If you’re like most people, you’re facing the looming specter of retirement on your own, in what Pat calls the do-it-yourself retirement system. Grab your FREE copies of Patrick Strubbe’s books, “The Retirement Secret” and “Save Your Retirement,” to answer your questions in fun, easy-to-read stories that you won’t want to put down.

Get Started In


Three Easy Steps

  • Discover

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

  • Evaluate

    Using our No Cost, No Obligation Six Step Retirement Review, we'll examine your current financial situation and determine your retirement needs.

  • Plan

    Receive a Custom-Built Retirement Plan to help you reach your unique retirement goals.


Our Retirement Kit

Wherever you want to go in life or in retirement, our Retirement Kit can help you reach your ultimate destination. Request your package today to receive Patrick Strubbe's books, "The Retirement Secret," "Save Your Retirement," a key checklist, and helpful brochures about retirement and key lessons we can learn from the past.

Speak with Our Team

Ready To Put Your Retirement Concerns to Bed?

Contact us today to schedule your initial financial planning meeting with our team of experienced professionals and take that first step along our six-step Think On It journey to financial confidence.