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.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
What Smart Investors Know
Smart investors take the time to separate emotion from fact.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Good employee health can be great for the company’s bottom line.
Currency has been around for a long time. Here’s a quick history lesson.
Don't let procrastination keep you from pursuing your financial dreams and goals.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
This calculator helps estimate your federal estate tax liability.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to better see the potential impact of compound interest on an asset.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Make your retirement as exciting as your next vacation.
Investors seeking world investments can choose between global and international funds. What's the difference?
What are your options for investing in emerging markets?
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Here’s a quick guide to checking to see if you have unclaimed money.