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Blog

When Vacations Go Wrong: 5 Costly Travel Mistakes & How to Avoid Them

Jun 2, 2023
Categories
Lifestyle
You can’t control everything when you travel. But you can control what you know, how you get ready to get away, and what...
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5 Year-End Tax Planning Opportunities

May 2, 2023
Categories
Tax Planning
If you’re looking to lower your tax liability before the deadline, here are some options to consider.
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Investment Strategy: Where You Are Now vs. Where You're Headed

Apr 2, 2023
Categories
Investments
A gap analysis can help you see if you’re still on track to pursue your financial goals.
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Organization Tips to Help Take Time off Taxes

Mar 2, 2023
Categories
Tax Planning
Feel overwhelmed by tax documents? Staying organized may help reduce your tax season stress.
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Financial FAQs

Feb 2, 2023
Categories
Finance
Retirement
From retirement savings to living abroad, here are some of our commonly asked questions.
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Creating an Investment Philosophy

Jan 2, 2023
Categories
Investments
A clear investment philosophy may help you stay focused on your goals, even in times of uncertainty.
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Debt and Retirement: Can You Handle Both?

Dec 2, 2022
Categories
Retirement
If you’re struggling to save for retirement because of debt, it’s never too late to start.
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Personal Finance Mistakes to Avoid

Nov 2, 2022
Categories
Finance
Savings
Are you making one of these common financial mistakes? Here are some steps to consider.
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Is it Always Better to Purchase a Home?

Oct 2, 2022
Categories
Real Estate
Property
While homeownership is a goal for many, there are a few things to consider before looking to buy.
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Family Business vs. Family Boundaries: Drawing the Line

Sep 2, 2022
Categories
Family
Finance
Mixing family and business can be tough. Is it possible to create healthy boundaries?
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Financial Planning for Young Professionals

Aug 2, 2022
Categories
Investments
Finance
It’s never too early to start planning for your financial future.
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Finance Lessons for Your Teen

Jul 28, 2022
Categories
Family
Finance
Teens are adults in training and an important part of your family's financial picture. Help them build good habits so...
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About Us

At Patterson Financial Solutions, my mission is to help educate, prepare and position my clients for success.

Our Office

9217 Eastman Park Dr, Unit 6
Windsor CO 80550

E: stephen.patterson@leadersgroup.net
P: 970-795-2137

     

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Securities and Investment Advisory Services offered through The Leaders Group, Inc. Securities Dealer, Member FINRA/SIPC; TLG Advisors, Inc. Registered Investment Advisor; 26 West Dry Creek Circle, Suite 800, Littleton CO 80120, (303) 797-9080.

Patterson Financial Solutions is not affiliated with the Leaders Group Inc.

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