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.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
There’s a link between debt and stress.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
For some, the social impact of investing is just as important as the return, perhaps more important.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
When considering life insurance, it's important to understand your options.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator can help you estimate how much you should be saving for college.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invest instead?
Three things to consider before dipping into retirement savings to pay for college.
Are Real Estate Investment Trusts right for your portfolio?