Patrick Hashem Independant Broker
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About Us
Wholistic approach to financial planning. We care to know and understand each individual to tailor custom advice.
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Patrick Hashem
I focus on working with high-earning professionals, especially business owners, to create long-term value and peace of mind. We work together to build long-term financial security using a powerful yet often overlooked tool: cash value life insurance. Unlike term policies that expire, these policies grow in value over time, offering tax-advantaged savings, access to liquidity, and a guaranteed death benefit. My clients use them not just for protection, but as part of their broader wealth strategy—like funding future investments, supplementing retirement, or creating a financial legacy. It’s great to meet you—what drives you?
Patrick Hashem
- Phone: (781) 241-8115