Patton Finanical Group
We are in the business of helping people. We help consumers save money, we help businesses reduce risk and we help families protect and preserve their financial future.
How can we help you today?
Our Licensed Insurance Agency provides wealth transfer planning including updating and improving present insurance policies and asset protection (IRA & Annuities). We offer life, universal life, whole life, term insurance, indexed annuities, immediate annuities and long term care. Our annuity contracts utilize guaranteed lifetime income strategies.
Retirement Playchecks & retirement Paychecks
Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.
Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they’re carried out – even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.
Every day we face challenges managing our finances. Stock market swings, fluctuating interest rates, taxes, debt and inflation – the effects can be unsettling. In times like this, creating a solid financial plan can be a critical step in ensuring future financial security.
At The Patton Financial Group, we believe everyone should be able to live the retirement they’ve always wanted.
Our team of professionals can help you create a well-thought-out strategy, using a variety of insurance products and services, to help you address your financial needs and concerns.
Have a Question or Need Assistance?
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We help you work towards true financial independence
Mike has done a fabulous job giving us sound advice on how to invest and protect our assets as we approach retirement. He is always available to answer questions and explains everything thoroughly. We trust him with our retirement plan and highly recommend him if you are looking for a knowledgable and honest financial advisor.
~ Michael & Cathy Beckwith ~
We strive to educate and build relationships with our clients and community by providing complimentary seminars and workshops. These events are meant to educate individuals like yourself about a variety of topics.
Stay tuned for upcoming dates!