Financial Services for Businesses

Creating your Benefits Brand

Would your friends want to work at your company?

How strong is your internal “benefits brand” with employees?

RJ Patterson Group helps businesses strengthen their internal brand with employees through creation of customized 401(K) benefit packages that help attract the best candidates and retain key personnel. By elevating your internal benefits brand, you differentiate your organization from companies that don’t prioritize their employees through the benefits they offer.

We help elevate companies in the eyes of their employees by providing consultancy for all 401K related products. We act as product agnostic partners, utilizing 3rd party administrators and vendors to create your internal benefit brand.

Financial Planning Tools

Financial Planning Tools

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

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Fiduciary Services

Fiduciary Services

Delivering expert service that is always in our clients’ (and their employees’) best interests.

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401K Programs

401K Programs

Creating the foundation for a positive and stable financial future for both owners and their employees.

LEARN MORE 

Financial Planning Tools

Financial Planning Tools

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

LEARN MORE 

Fiduciary Services

Fiduciary Services

Delivering expert service that is always in our clients’ (and their employees’) best interests.

LEARN MORE 

401K Programs

401K Programs

Creating the foundation for a positive and stable financial future for both owners and their employees.

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.