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, LLC., 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
Newsletters
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How to Kill Your Zombie Subscriptions
With inflation cutting into consumers’ purchasing power, getting rid of a few unnecessary recurring charges could be a painless way to help balance the household budget.
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Breaking Down Clean Vehicle Tax Credits for Business Owners
Business owners may be able to claim one of two new federal tax credits to help offset the cost to purchase certain clean vehicles.
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Coming in 2024: New 529 Plan-to-Roth IRA Rollover Option
The SECURE 2.0 Act includes two new provisions related to college savings and funding. Learn more in this article.
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Fixed Annuities: Retirement Income for Now or Later
Purchasing a fixed annuity shifts the risk for future investment returns to the insurance company and could help create a pension-like income stream for retirement.
Calculators
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Long-Term Care Self Insurance
Will you be able to afford nursing home care?
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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
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Savings Accumulation
Estimate the future value of your current savings.
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?