Patrick Lamb

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Patrick Lamb

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Chartered Financial Consultant ChFC® | Wealth Management & Insurance Strategies | Independent

15/10/2026

What will you make room for this week?

https://thompsonbakerfinancial.com/

23/06/2026

15/06/2026

Client conversations lately have reinforced the idea that a financial advisor should be more than just someone who picks stocks or model portfolios.

Investments certainly matter, but they’re only one part of the picture. A lot of the real value comes from helping people think through cash flow, taxes, retirement, insurance, estate planning, and behaviors.

Markets will go up and down. Life will change. The goal is to help you stay prepared and make quality decisions through all of it.

25/05/2026

This Memorial Day, we reflect with gratitude on those who gave their lives in service to our country and the freedoms we hold dear.

16/04/2026

Financial planning isn’t one-size-fits-all.

Different perspectives, priorities, and life experiences all shape how we think about money.

That’s why the best plans are built around you.

https://thompsonbakerfinancial.com

08/04/2026

27/03/2026

LPL Research explores the energy sector, and the different sub-sectors and business models within, before and after the start of the Iran War.

26/03/2026

Goals are important, but they don’t happen by accident.

A clear, thoughtful plan turns ideas into direction and progress into results.

We’re here to help you move forward with purpose.

Learn more: thompsonbakerfinancial.com

23/03/2026

Time in > Timing

05/03/2026

Big goals deserve a thoughtful plan.

We help turn ideas about the future into real financial progress.

Learn more: thompsonbakerfinancial.com

Address

61 Cordova Street

32084

Opening Hours

Monday	08:00 - 17:00
Tuesday	08:00 - 17:00
Wednesday	08:00 - 17:00
Thursday	08:00 - 17:00
Friday	08:00 - 17:00

Telephone

+19048241631

Website

facebook.com

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