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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Life Insurance Might Help During Turbulent Economic Times
During periods of economic uncertainty and stock market volatility, life insurance may be a useful tool to consider.
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Medicare or Medicaid?
It’s easy to confuse Medicare and Medicaid, but there are important differences between the programs.
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What Can You Learn from Your Tax Return?
Tax season may be over, but a completed tax return offers information that can help with financial strategy for the rest of the year.
Calculators
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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
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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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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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Lease Payment
How much would your monthly lease payment be?