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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HOT TOPIC: Trade Roundup: New Tariff Actions and Rates
This article explains newly implemented and upcoming tariffs and their potential economic impact.
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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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Life Insurance for Two
Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.
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The College Landscape in 2026
The world of higher education is constantly evolving. Here are some key updates for 2026.
Calculators
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
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Lease Payment
How much would your monthly lease payment be?