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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Have You Set a Retirement Savings Goal?
Completing this simple worksheet can help establish a realistic retirement savings target.
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Key Retirement and Tax Numbers for 2026
This article provides 2026 contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.
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Beneficiary Designations: Who Gets the Money?
It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.
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Small Business: Coping with the End of De Minimis Imports
Small businesses must now pay duties on low-value goods they could previously source inexpensively from China and elsewhere.
Calculators
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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
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Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?
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Car Affordability
How much can you afford to pay for a car?