Patrick Kellogg, CFP®

is a Financial Advisor that adheres to the fiduciary standard of conduct through flexible & custom service to his clients. While eager to help anyone in need, he specializes in assisting those who are in the home stretch, the last 10-15 years before retirement. Schedule or Get Started below!

435-513-0077

patrick@amcwealth.com

Get Started

Retired with 5k per month between social security, pension, or other income / 100k salary with 3% retirement plan match
I want to retire in 10 years at age 65 / Paying college tuition in 7, 9 and 12 years / Setting a budget / Educating my heirs about money
Assets = $2mil (50% investments, 40% real estate, 10% in cash) / Liabilities = 200k (90% mortgage, 10% credit cards)
Tax, family, legacy situations, upcoming events, new account, transfer details

More

Patrick “Rick” Kellogg is a CERTIFIED FINANCIAL PLANNER™ practitioner. While eager and able to help people in any situation, he specializes in assisting those who are in the home stretch, the last 10-15 years before retirement. Patrick takes a holistic approach to financial planning, taking into account not just what investment mix is right for you, but also how to best mitigate risks, minimize taxes, and maximize income and legacies. Every person’s situation is unique and different, and Patrick excels at tailoring your plan to get you to where you want to go. Patrick grew up in Eastern Iowa, lived in Argentina for a couple years, and has called Heber City, Utah his home for almost 20 years. He has worked for two New York Stock Exchange member firms, as well as for Hartford Life, and has been helping people understand, plan for, and enjoy retirement for over 25 years. Patrick is happily married to Michelle, and they have three wonderful adult children. He enjoys reading, listening to 80s music, and traveling the world. Patrick is also a Spanish Translator/Interpreter and enjoys voice-over work and acting in his community theater