In order to develop a personal financial strategy, it is important to understand the client’s financial history and goals. Patton Financial Associate’s financial strategies and asset management services are used to help meet your financial goals. We use products such as investments, annuities and insurance products along with strategic planning to help you meet your financial goals.

Services offered by Patton Financial Associates

Individuals and Families

Wealth Accumulation
Individual and Alternative Investments
Estate Planning
Education Funding
IRA & 401(k) Rollovers
Life Insurance
Annuities
Tax Strategies

Small Businesses

Financial Management
Business Valuation
Business Succession & Continuation
Business Consulting
Business Sale Structure
Strategic Planning
Financial Difficulty
Business Tax Reduction Strategies

Retirement / 401K Plans


Retirement Projections
Education with employees
Strategic plans for 401(k)
Set-up and Maintenance of 401(k) plans
Retirement Income Strategies