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.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Insurance Needs Assessment: Married With Children
When you’re married and have children, insurance needs will be different.
The Most Overlooked Item of Any Home Improvement
The item most homeowners forget on their home improvement project checklist is insurance.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
For many, retirement includes contributing their time and talents to an organization in need.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Your credit score may influence how much you pay for auto and home insurance.
This calculator can help determine whether it makes sense to refinance your mortgage.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to assess the potential benefits of a home mortgage deduction.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
How federal estate taxes work, plus estate management documents and tactics.
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.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
Investors seeking world investments can choose between global and international funds. What's the difference?
The decision whether to buy or rent a home may have long-term implications.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Have you found yourself suddenly single? Here are 3 steps to take right now.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.