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.
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
This checklist can give you a quick snapshot of how prepared you are.
Learn about the latest sport to sweep the nation with this informative article.
Are women prepared for a 20-year retirement?
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
A bucket plan can help you be better prepared for a comfortable retirement.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
All about how missing the best market days (or the worst!) might affect your portfolio.
Around the country, attitudes about retirement are shifting.
Imagine your ideal post-pandemic retirement with this hopeful, animated video.