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.
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
Insuring Your Business With a Buy/Sell Agreement
It may help your business be better prepared in the event of the death of a principal or key employee.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Here are 5 reason why you may consider working through retirement.
What can be learned from the savings rate?
Don't let procrastination keep you from pursuing your financial dreams and goals.
Here’s a guide to explain all the parts of Medicare.
What does the Tax Reform and Jobs Act mean for you?
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate your monthly and annual income from various IRA types.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Have you found yourself suddenly single? Here are 3 steps to take right now.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
What does your home really cost?
It's easy to let investments accumulate like old receipts in a junk drawer.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.