Welcome to The Patterson Group
Located in Fresno California, 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’ve 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.
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
Interest Rates: How Low Can They Go?
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Being healthy not only makes you feel good, it may also help you financially.
A letter of instructions provides additional and more personal information regarding your estate.
Is your estate in order? This short quiz may help you assess your overall strategy.
An inside look at how marginal income tax brackets work.
The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategie
Estimate the total cost in today's dollars of various mortgage alternatives.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator can help determine whether it makes sense to refinance your mortgage.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
Understanding the cycle of investing may help you avoid easy pitfalls.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Why are 401(k) plans, annuities, and IRAs so popular?
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.