Retirement Plan Design for Individuals

Reaching the Pinnacle of Financial Success – Your Ascent to Prosperity

Creating long-term wealth is a goal that many people share; the path to getting there is what varies. We call this the Ascent to Prosperity™. Successfully taking this path toward the retirement of your dreams demands approaching life decisions with discipline and training to ensure choices are aligned with long-term goals and fiscal security.

As trusted financial advisors, we work to ensure your financial success and security in retirement. We believe that successful retirement planning is based on a training approach. We empower our clients by training them on fiscal fitness so you can approach the mountain of wealth management prepared for the long-haul.

As with any training, practice and preparation are required to reach the goal. No one attains the summit of Everest without careful training and perseverance. This is the same point of view we apply to financial planning; stamina and discipline enable you to reach great heights.

We can help you design your retirement plan around your goals. Contact us today to get started

We can help you design your retirement plan around your goals. Contact us today to get started 

Financial Planning Tools

Financial Planning Tools

Helping you to achieve peak fiscal fitness and position your financial assets for continuous growth.

LEARN MORE 

Pro Athlete Consulting

Pro Athlete Consulting

Transforming the wealth created on the field into long-term financial success.

LEARN MORE 

Fiduciary Services

Fiduciary Services

Tailored, transparent guidance to help every client realize both investment and life goals.

LEARN MORE 

Investment Management

Investment Management

Utilizing our expertise to help clients become confident, successful investors.

LEARN MORE 

402 West Broadway, Suite 2500
San Diego, CA 92101

A More Personal Way to Plan.

Our Pledge: Integrity. Respect. Collaboration. Stewardship.
At RJ Patterson Group, we believe that everyone deserves to feel great about their money. We take great pride in listening to what our clients really want, building relationships focused on helping them achieve their financial goals.