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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

A letter of instruction could be just as important as a will in helping loved ones settle an estate and move forward with their lives.

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With traditional pensions in decline, its up to the individual employee to build retirement savings in a work-based account.

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This article provides an overview of rules, options, and strategies for taking required minimum distributions (RMDs).

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Unlike retirement accounts, there are no federal contribution limits for variable annuities, and the investment gains won’t be taxed until they are withdrawn.

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Will you be able to afford nursing home care?

Determine whether you should consider refinancing your mortgage.

How much would your monthly lease payment be?

This calculator is designed to help you attach a dollar figure to your life’s work.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck