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Text Content

680 Rio Lindo Avenue
Suite 60A
Chico, CA 95926




PILLSBURY ASSOCIATES

530-893-2685

 
MENU
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COACHES

Coaches have helped you your whole life, in ways big and small. We'd like to be
one of them.

Learn More


WHEN SPECIAL CARE IS NEEDED: THE SPECIAL NEEDS TRUST

A special needs trust helps care for a special needs child when you’re gone.

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EXTENDED CARE: A PATCHWORK OF POSSIBILITIES

What is your plan for health care during retirement?

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SURPRISES

Making the most of surprises is a great reason to work with us.

Learn More


WELCOME

Welcome to our Web site, where you'll find a wealth of information in the form
of newsletter articles, calculators, and research reports.

We hope your visit will help you realize the opportunities and potential rewards
that are available when you take a proactive approach to your personal financial
situation, as well as the value of working with skilled professionals.

Our Web Site is designed to help you gain a better understanding of the
financial concepts behind insurance, investing, retirement, estate planning, and
wealth preservation. From the basic concepts of financial management through the
more complex strategies of estate planning or business continuation we are here
to help.  

We hope you take advantage of this resource and visit us often. Be sure to add
our site to your list of "favorites" in your Internet browser. We frequently
update our information, and we wouldn't want you to miss any developments in the
area of personal finance.

Patrick Pillsbury is licensed in the States of California and Nevada for
securities business.




SERVICES

We create strategies tailored to your goals.

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INDEPENDENCE

We put your needs first.

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TRUST

We enjoy building trusted relationships that span generations.

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YOUR PEACE OF MIND IS OUR NUMBER ONE PRIORITY.

Please call us if you have any questions about our firm or the range of
financial products and services we provide. We are committed to providing
outstanding customer service and personalized attention to best serve you.

Contact Us


HELPFUL CONTENT


PUT IT IN A LETTER

A letter of instruction provides additional and more personal information
regarding your estate.


WHERE WILL YOUR RETIREMENT MONEY COME FROM?

Retirement income may come from a variety of sources. Here's an overview of the
six main sources.


THE LOWDOWN ON THOSE FREE CREDIT SCORES

What’s the deal with your yearly free credit report?

 
 * Articles
 * Calculators
 * Videos

ORCHESTRATING YOUR RETIREMENT ACCOUNTS

Getting the instruments of your retirement to work in concert may go far in
realizing the retirement you imagine.

WAYS TO SUPPLEMENT YOUR MEDICARE COVERAGE

There are numerous ways to supplement your Medicare insurance coverage. This
article helps you explore your options.

STARTING A ROTH IRA FOR A TEEN

This early financial decision could prove helpful over time.

SOCIAL MEDIA: #NEWESTBUSINESSLIABILITYRISK

Social media may be a modern imperative for businesses looking to grow and build
their brand, but it also introduces risk.

SOCIAL SECURITY: FIVE FACTS YOU NEED TO KNOW

Here are five facts about Social Security that are important to keep in mind.

BULL & BEAR MARKETS: A TIMELINE

This helpful infographic will define bull and bear markets, as well as give a
historical overview.

VIEW ALL ARTICLES

SAVING FOR COLLEGE

This calculator can help you estimate how much you should be saving for college.

COMPARING INVESTMENTS

This calculator compares the net gain of a taxable investment versus a
tax-favored one.

HISTORICAL INFLATION

This calculator shows how inflation over the years has impacted purchasing
power.

CAPITAL GAINS TAX ESTIMATOR

Use this calculator to estimate your capital gains tax.

WHAT IS THE DIVIDEND YIELD?

This calculator helps determine your pre-tax and after-tax dividend yield on a
particular stock.

HOW MUCH HOME CAN I AFFORD?

With a few simple inputs you can estimate how much of a mortgage you may be able
to obtain.

VIEW ALL CALCULATORS

ESTATE MANAGEMENT 101

A will may be only one of the documents you need—and one factor to consider—when
it comes to managing your estate.

WHEN DO YOU NEED A WILL?

When do you need a will? The answer is easy: Right Now.

SURPRISES

Making the most of surprises is a great reason to work with us.

WHERE IS THE MARKET HEADED?

We all know the stock market can be unpredictable. We all want to know, “What’s
next for the financial markets?”

16 WALL STREET CLICHES IN 60 SECONDS

Pundits say a lot of things about the markets. Let's see if you can keep up.

SAVING FOR COLLEGE 101

Here’s a crash course on saving for college.

VIEW ALL VIDEOS

 


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LOCAL WEATHER

95926






Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate
information. The information in this material is not intended as tax or legal
advice. Please consult legal or tax professionals for specific information
regarding your individual situation. Some of this material was developed and
produced by FMG Suite to provide information on a topic that may be of interest.
FMG Suite is not affiliated with the named representative, broker - dealer,
state - or SEC - registered investment advisory firm. The opinions expressed and
material provided are for general information, and should not be considered a
solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020
the California Consumer Privacy Act (CCPA) suggests the following link as an
extra measure to safeguard your data: Do not sell my personal information.

Copyright 2024 FMG Suite.



Patrick M. Pillsbury offers products and services using the following business
names: Pillsbury Associates Insurance & Investments – insurance and financial
services | Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC –
securities and investments | Ameritas Advisory Services (AAS) – investment
advisory services. AIC and AAS are not affiliated with Pillsbury Associates
Insurance & Investments.

 

Representatives do not provide tax or legal advice. Please consult with your tax
advisor or attorney regarding your situation. Trades cannot be communicated to
your Representative by e-mail, fax or regular mail as the transaction may not be
executed on a timely basis. Please contact your Representative by telephone to
request trades and do not use e-mail to send confidential information or
time-sensitive instructions. Performance quoted does not guarantee future
results. Please refer to your regular periodic statement for complete
information. The content of your e-mail is not private as it is subject to
review. If you are not the intended recipient and have received this e-mail in
error, please contact the sender immediately and delete this material from your
computer. See above



CONTACT

Pillsbury Associates

Office: 530-893-2685

680 Rio Lindo Avenue
Suite 60A
Chico, CA 95926

Series 6, 7, 63, 65

pat@pillsburyassociates.com



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