Investment Services and Insurance.
The Patton Financial Group (PFG) is a financial planning firm that provides access to securities and investment products offered through Parkland Securities, LLC., member FINRA and SIPC. Our mission is to provide our clients with personalized, informed financial assistance, offering dependable insurance products and a broad range of investment opportunities.
We are committed to assisting you manage 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
Newsletters
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The Employment Situation: A Closely Watched Report
Among all the economic indicators released each month, the Employment Situation is one of the most highly anticipated and can move financial markets.
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Goodbye Passwords, Hello Passkeys
As major tech companies, apps, and websites make passkeys their default security option, it’s likely you’ll be prompted to set them up to help secure your accounts.
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Financial Tools That Can Help Americans with Disabilities
Special needs trusts and ABLE accounts can help disabled individuals establish financial independence and save for the future without losing access to critical government benefits.
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HOT TOPIC: The Iran War, the Economy, and Your Portfolio
This article looks at the economic impact of the war with Iran, including rising oil and gas prices and the potential effects on inflation, investments, and the broader economy.
Calculators
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Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.