Our commitment is to help you work towards pursuing all your financial goals and to provide you with a more “worry free” retirement. At Patterson Financial Solutions, we have a commitment to excellence in everything we do. We focus on educating, preparing and positioning you for the inevitable financial events you will face . The real benefit, a strong relationship with an adviser who will provide clarity and confidence in your financial situation.
The Three Keys to a Great Password
Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
What’s Your Investment IQ?
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
What can be learned from the savings rate?
Learn about the latest sport to sweep the nation with this informative article.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
A quick look at how federal income taxes work.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
When markets shift, experienced investors stick to their strategy.
Making the most of surprises is a great reason to work with us.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
What if instead of buying that vacation home, you invested the money?