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.
Put It in a Letter
A letter of instructions provides additional and more personal information regarding your estate.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.
Earnings season can move markets. What is it and why is it important?
Ascertaining the value of your business is important for a variety of reasons.
The Economic Report of the President can help identify the forces driving—or dragging—the economy.
The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy.
A company's profits can be reinvested or they can be paid out to the company’s shareholders as “dividends."
Determine if you are eligible to contribute to a traditional or Roth IRA.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to estimates your income tax liability along with average and marginal tax rates.
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
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
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Learn how to harness the power of compound interest for your investments.
Three things to consider before dipping into retirement savings to pay for college.
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.
It's easy to let investments accumulate like the junk in a junk drawer.