Investment Services and Insurance.

The Patton Financial Group (PFG) is a financial planning firm that provides access to securities and investment products offered through Sammons Securities Co., member FINRA and SIPC. Our mission is to provide our clients with personalized, sound financial assistance, offering dependable insurance products and a broad range of investment opportunities.

We are committed to assisting you with the building of your net worth, and then accessing that nest egg for your retirement, college expenses, or other financial goals. We will work to help you preserve those assets and eventuallly transfer that estate to your loved ones.

Patton Financial Group will listen very closely to your needs while taking into account your risk tolerance. We will use the latest financial investing concepts, but adhere to conservative principles such as paying attention to details and personal commitment.

Contact us today!

(513) 870-9680

(888) 416-0397 - Nationwide

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Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Car Affordability

How much can you afford to pay for a car?

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

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When Your Child Should File a Tax Return

IRS rules regarding who must file are based on the amount and source of income rather than age

Overcoming Cloud Confusion

Cloud-based services available to businesses and some of the pros and cons.

Production Values: New Calculations for GDP

The calculation of U.S. GDP was revised in 2013 and the changes provide a different perspective on economic performance.

Tax-Conscious Investing

How a mix of taxable and tax-deferred accounts could help reduce the effect of taxes on an overall portfolio.

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