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.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
You’ve made investments your whole life. Work with us to help make the most of them.
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
There’s a link between debt and stress.
Retirees traveling abroad need to know that their health insurance travels with them.
Investors who put off important investment decisions may face potential consequence to their future financial security.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
A change in your mindset during retirement may drive changes to your portfolio.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator helps estimate your federal estate tax liability.
Estimate the total cost in today's dollars of various mortgage alternatives.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
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.
The chances of needing long-term care, its cost, and strategies for covering that cost.
All about how missing the best market days (or the worst!) might affect your portfolio.
There’s an alarming difference between perception and reality for current and future retirees.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Do you know these three personal finance sayings?
How will you weather the ups and downs of the business cycle?