Retirement Made Simple

"You worked hard to get to retirement; we will work hard to protect it."

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Pate & Smith Investment Group

Pate & Smith Investment Group

We help you make the best use of your financial resources, freeing your time to enjoy what matters most in life. We show you where you are, protect you from financial dangers, create a roadmap for your future, manage your investments, and provide advice that touches every area of your life.

"I help busy individuals and families avoid planning procrastination by creating simple rules that will help you to save, grow and protect your assets."
– Ron Pate

We help you make the best use of your financial resources, freeing your time to enjoy what matters most in life. We show you where you are, protect you from financial dangers, create a roadmap for your future, manage your investments, and provide advice that touches every area of your life.

"I help busy individuals and families avoid planning procrastination by creating simple rules that will help you to save, grow and protect your assets."
– Ron Pate

Want to know how you can have a
Safe & Secure Retirement?

Want to know how you can have a
Safe & Secure Retirement?

FREE Audio CD:

Retirement Made Simple: A Step-By-Step Guide To Worry Free Retirement.

(a $49 Value)

Fill out the form on this page and we’ll ship you a this educational, fun, and insightful AUDIO CD (and transcript!) at NO COST to you.

Plus, once you fill out the form, we’ll give you INSTANT ACCESS to gain answers to your most important retirement questions.

GET THIS FREE CD

FREE Audio CD:

Retirement Made Simple: A Step-By-Step Guide To Worry Free Retirement.

(a $49 Value)

Fill out the form on this page and we’ll ship you a this educational, fun, and insightful AUDIO CD (and transcript!) at NO COST to you.

Plus, once you fill out the form, we’ll give you INSTANT ACCESS to gain answers to your most important retirement questions.

GET THIS FREE CD

Ron Pate

Co-Founder & President
Pate & Smith Investment Group

Financial Planner

Financial Adviser

Financial Coach

Financial Advocate

Ron Pate

Co-Founder & President
Pate & Smith Investment Group

Financial Planner

Financial Adviser

Financial Coach

Financial Advocate

Let’s keep this simple

We’ve built our firm to achieve three simple objectives, and we want you to...

Let’s keep this simple

We’ve built our firm to achieve three simple objectives, and we want you to...

Meet your financial objectives

To help you meet your financial goals, we offer comprehensive wealth planning.

Sleep well each and every night

We offer safe and secure financial strategies guaranteed to protect your principle.

Have an advisor you can count on

Client phone calls and emails are returned within 24 hours, even on the weekends.

SEE HOW WE DO IT

Meet your financial objectives

To help you meet your financial goals, we offer comprehensive wealth planning.

Sleep well each and every night

We offer safe and secure financial strategies guaranteed to protect your principle.

Have an advisor you can count on

Client phone calls and emails are returned within 24 hours, even on the weekends.

SEE HOW WE DO IT