---
title: "Services for Individuals"
url: "https://rjpattersongroup.com/services-for-individuals/"
post_type: "page"
date_published: "2019-09-23T18:41:48-07:00"
date_modified: "2019-10-16T16:35:27-07:00"
---

# Services for Individuals

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.”

			
			
				
				
				
				
			
				
				
			
				
				
				
				
				
				
				
				
				
				
				
				
				
				
				
				
				
				
			
			
				
				
				
				
			
				
				
			
				
				
				
				
				
				
				
				
				
				
				
				
				
				
				
				
				
				
			
				
				
				
				
				Emerging Professionals Program
Building a Solid Foundation for Your Life of Financial Freedom
			
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				Premiere Private Client
Creating Long-Term Wealth that Enables Clients to Live the Life They Dream Of 
			
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				Investment Management
Utilizing our expertise to help clients become confident, successful investors.
			
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				Family Wealth Services
Strategic investment with an emphasis on legacy and the responsible stewardship of inter-generational wealth 
			
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				Retirement Plan Design
Creating the path to long-term financial success and fiscal security in retirement.
			
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				Pro Athlete Consulting
Transforming the wealth created on the field into long-term financial success.
			
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				Financial Planning Tools
Helping you to achieve peak fiscal fitness and position your financial assets for continuous growth.
			
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				Fiduciary Services
Tailored, transparent guidance to help every client realize both investment and life goals.
			
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