Financial planning
Customized planning for individuals, couples, and businesses.
RJ Patterson Group
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About RJ Patterson Group
RJ Patterson Group provides financial planning for individuals, couples, and businesses in San Diego. Services include investment management, retirement strategies and distribution, tax strategies, college and savings goal planning, and risk planning. The firm also offers estate planning, personal trust services, executive services, and 401K plans and benefit solutions for businesses. What-if scenarios are part of its planning services. Its specialties include customized planning for personal goals and business needs, with case studies describing plans for ranch ownership and business property acquisition. The group also helps businesses address employee retirement and benefits needs through customized solutions. Its services cover both long-term wealth management and specific financial decisions across different life stages.
Disclosure: Profile information has been compiled from publicly available sources and has not yet been verified by the business.
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Services & specialities
Highlights
Investment management
Investment management and retirement distribution strategies.
Business 401K plans
Customized 401K and benefit solutions for businesses.
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