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.
Helpful Retirement Strategies for Women
Learn how to address the challenges that women face when planning for retirement.
How to Read Your Credit Report
Solve a mystery while learning how important your credit report is with this story-driven interactive.
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
As our nation ages, many Americans are turning their attention to caring for aging parents.
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.
Sustain financial well-being or create wealth through these actions.
Estimate how much you have the potential to earn during your working years.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Use this calculator to estimate your capital gains tax.
This calculator shows how inflation over the years has impacted purchasing power.
Assess whether you are running “in the black” or “in the red” each month.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
Peer-to-peer payment apps are one of the newest ways to send money.
Taking your Social Security benefits at the right time may help maximize your benefit.
It's easy to let investments accumulate like old receipts in a junk drawer.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Here is a quick history of the Federal Reserve and an overview of what it does.
When you retire, how will you treat your next chapter?