Expert Guidance on Your A2P: Ascent to Prosperity™
Find out how the RJ Patterson Group can guide you toward reaching your personal fiscal peak.
Meet the Expert: Robert Patterson
Proven wealth management designed for your life.
We understand your needs and aspirations, and we’re here to help you achieve your financial goals. RJ Patterson Group offers comprehensive, customized financial planning for all aspects of your life:
- Investment Management
- Retirement Strategies
- Retirement Distribution
- Tax Strategies
- College Planning
- Saving Goal Planning
- What-if Scenarios
- 401K Plans for Businesses
- Risk Planning
- Executive Services
- Estate Planning
- Personal Trust Services
- Investment Management
- Retirement Strategies
- Retirement Distribution
- Tax Strategies
- College Planning
- Saving Goal Planning
- What-if Scenarios
- 401K Plans for Businesses
- Risk Planning
- Executive Services
- Estate Planning
- Personal Trust Services
It’s never too soon or too late to start your journey toward financial success. Contact us today
Real Results. Real Success.
At RJ Patterson we pride ourselves on delivering results. A look at how we do it can be found in the case studies below.
Case Study 1: Home on the Range.
Challenge: The client needed funding to make this happen and allow for a smooth transition from being an employee to becoming a business owner.
Our Solution: We designed a comprehensive financial plan by working backwards from the ultimate goal of ranch ownership. Based on the plan’s funding requirements to make it a reality, RJ Patterson Group consolidated accounts, suggested better performing investment vehicles, planned for her employment exit and advised on the creation of a new business plan for the ranching business.
Our Results: Within 6 years of plan introduction, she and her husband purchased—and now live on—a 300+ acre ranch in Texas complete with cattle, horses, and not one, but two, fishing lakes.
Real Results. Real Success.
At RJ Patterson we pride ourselves on delivering results. A look at how we do it can be found in the case studies below.
Case Study 2: Manufacturing Recurring Revenue.
Challenge: While the company owned the building and land on which the business was operating, the property’s odd-shaped lot wasn’t conducive to manufacturing.
Our Solution: When an adjoining property became available, the client didn’t believe it could be purchased due to a lack of funds. RJ Patterson Group analyzed possible financial solutions and created a realistic acquisition plan. As a result, the client was able to make an offer and acquire the additional property.
Our Results: The adjoining lot allowed the use of tractor trailers to easily access the building, greatly increasing manufacturing capacity. The lot is now worth double the client’s original purchase price as a result of this increased usability. The client will also receive rent in perpetuity from the business, providing him passive income long after he retires, because RJ Patterson Group advised the client to set up the additional lot as a separate business entity, enabling the business to lease the property.
Step into our office.
Take the next step. Meet with us to begin our journey to your success.
Step into our office.
Take the next step. Meet with us to begin our journey to your success.
Let’s start your Ascent to Prosperity now
Let’s start your Ascent to Prosperity now