Financial Services for Individuals
Finding Your Path to Prosperity
RJ Patterson provides proven expertise and transparent guidance on your Ascent to Prosperity™. We help our clients gain financial clarity and provide direction in planning financial growth and sustainable wealth so they can start thinking about what they want to do, instead of how they’ll do it.
As a full-life financial partner, we realize life’s challenges impact not just finances but the relationships in your life as well. We want to make sure you are prepared to take care of what matters most, in every phase of life.
For all of life’s events, we’re here to help:
- Newly Married
- Starting a Family
- Divorced / Divorcing
- Retiring
- Death of Parent
- Death of Spouse
- Employment Exit Strategy
- Fiscal Windfall / Inheritance
- Personal Injury Settlement
- Inheritance
- Planning for the Future
- “Oh sh*t, my kid just got accepted to Harvard.”
Financial Planning Tools
Financial Planning Tools
Helping you to achieve peak fiscal fitness and position your financial assets for continuous growth.
Fiduciary Services
Fiduciary Services
Tailored, transparent guidance to help every client realize both investment and life goals.
Pro Athlete Consulting
Pro Athlete Consulting
Transforming the wealth created on the field into long-term financial success.
Retirement Plan Design
Retirement Plan Design
Creating the path to long-term financial success and fiscal security in retirement.
Investment Management
Investment Management
Utilizing our expertise to help clients become confident, successful investors.
Financial Planning Tools
Financial Planning Tools
Helping you to achieve peak fiscal fitness and position your financial assets for continuous growth.
Fiduciary Services
Fiduciary Services
Tailored, transparent guidance to help every client realize both investment and life goals.
Pro Athlete Consulting
Pro Athlete Consulting
Transforming the wealth created on the field into long-term financial success.
Retirement Plan Design
Retirement Plan Design
Creating the path to long-term financial success and fiscal security in retirement.
Investment Management
Investment Management
Utilizing our expertise to help clients become confident, successful investors.