Financial Planning Tools for Individuals
Reaching the Summit
On the A2P: Ascent to Prosperity™, nothing is more important than an advisor watching out for obstacles and opportunities along the way.
At RJ Patterson, we provide you with the necessary financial planning tools for you to make informed fiscal decisions. By identifying your primary goals, we define your options, provide recommendations for a diversified portfolio, and create a realistic action plan that delivers fiscal clarity.
You’re not alone. We deliver continuous support along the path from basecamp to summit.
The A2P: Ascent to Prosperity™ Process
Assess
Consolidate
Collaborate
Activate
Manage
Assess
Consolidate
Collaborate
Activate
Manage
Our experts can help you make smart fiscal decisions you’ll feel good about. Contact us today to get started
Our experts can help you make smart fiscal decisions you’ll feel good about. Contact us today to get started
Retirement Plan Design
Retirement Plan Design
Creating the path to long-term financial success and fiscal security in retirement.
Pro Athlete Consulting
Pro Athlete Consulting
Transforming the wealth created on the field into long-term financial success.
Fiduciary Services
Fiduciary Services
Tailored, transparent guidance to help every client realize both investment and life goals.
Investment Management
Investment Management
Utilizing our expertise to help clients become confident, successful investors.