The Patterson Group was founded with the goal of assisting our clients in successful navigation of the capital markets through careful planning, implementation and monitoring of their financial assets.
Helping clients seek financial security through informed decision making to define a clear path with the goal to build, maintain and distribute wealth.
With your success as our goal, we employ a defined 4 step wealth management and monitoring process that is personalized, practical and transparent.
Social Security filing strategies can have a profound impact on your retirement income stream. The Bipartisan Budget Act of 2015 changed claiming options available to married couples. While the optimal approach is highly personalized and unique to each client, we can help you understand the available strategies and how best to utilize them to maximize, to the greatest extent possible, the retirement benefits you can receive from Social Security.
Learn about some of the costs most people overlook when considering retirement. We are here to help you optimize your retirement income plan through thoughtful planning and proper diversification to help you avoid some of the common pitfalls most retirees fail to plan for.
Learn how a combination of investment vehicles, proper diversification and continuous monitoring work in concert to form a well thought out and executed retirement income plan that can create a guaranteed and predictable income stream for life.
*Guarantees are based on the cliams paying ability of the issuing company.