Welcome to The Patterson Group
Serving California with offices in both Fresno and Irvine, The Patterson Group was founded with the goal of assisting our clients in every aspect of their financial lives. In today’s fast-paced business environment, changing times can be quite confusing. That’s why we have created a comprehensive wealth management team. We have the resources and know-how to absorb information and adapt to changes in the markets. This ability allows us to serve each one of our clients on a personal level and provide the best service we can.
We strongly believe that this industry requires a team approach. The information to absorb is massive and we understand that you require a quick response to your questions and concerns. Through our dedicated team this information can be absorbed, appropriate recommendations made, and prompt and efficient service given to you the client.
Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
How Stocks Work
Understanding how a stock works is key to understanding your investments.
Understanding the Basics of Medigap Policies
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
A letter of instructions provides additional and more personal information regarding your estate.
Bonds may outperform stocks one year only to have stocks rebound the next.
Enter various payment options and determine how long it may take to pay off a credit card.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator compares the financial impact of leasing versus buying an automobile.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
It's easy to let your investments accumulate like the junk in a junk drawer. This may not be the best approach.
Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.
Are you ready for retirement? Here are five words you should consider.
$1 million in a diversified portfolio could help finance part of your retirement.
Have you explored all of your choices when it comes to managing your taxable income?
Despite recent tax-law changes, a stunning 4.6 million Americans are expected to pay the AMT in 2018.