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Patrick Lee, CFP®

Baycraft Asset Management

8221 Ritchie Hwy
Ste 301
Pasadena, MD 21122
Phone: (410) 975-9240
Fax: (410) 975-9250

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Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Asset Allocation
  • Career Change
  • Estate Planning
  • Investment Management
  • Irregular Income
  • Mutual Funds
  • Insurance
  • Real Estate
  • Retirement
  • Stocks & Bonds
  • Life Planning
  • Long-term Care
  • Tangible Assets
  • Succession Planning
  • Sudden Wealth
  • Nontraditional Households

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.