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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.

 

Helpful Content

Getting a Head Start on College Savings

Getting a Head Start on College Savings

A few strategies that may help you prepare for the cost of higher education.

What's So Great About a Rollover?

What's So Great About a Rollover?

Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.

Split Annuity Strategy

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.

 

Global vs. International: What’s The Difference?

International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.

Buying vs. Leasing a Car

Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.

Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

Is Term Life Insurance for You?

Term insurance is the simplest form of life insurance. Here's how it works.

Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.

Inflation & Your Money

It's important to understand how inflation is reported and how it can affect investments.

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Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Federal Income Tax

Use this calculator to estimates your income tax liability along with average and marginal tax rates.

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Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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Making Your Tax Bracket Work

Have you explored all of your choices when it comes to managing your taxable income?

The Business Cycle

How will you weather the ups and downs of the business cycle?

Your DNA Test

If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

Should You Invest in Exchange Traded Funds?

There are nearly 1,200 ETFs available. Should you invest in them?

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