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.
Protecting Your Business from the Loss of a Key Person
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Investment Challenges of the Affluent Investor
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Try these activities to keep your brain sharp.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Understanding the economy's cycles can help put current business conditions in better perspective.
Assess whether you are running “in the black” or “in the red” each month.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator shows how inflation over the years has impacted purchasing power.
Determine your potential long-term care needs and how long your current assets might last.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator can help you estimate how much you should be saving for college.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
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.
Learn more about taxes, tax-favored investing, and tax strategies.
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Understanding the cycle of investing may help you avoid easy pitfalls.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Three things to consider before dipping into retirement savings to pay for college.