Our Firm
Associated Planners Group, established in 1978, provides financial planning and investment advisory services to individuals, professionals, business owners and trusts.
We are a small firm with a large reach due to our professional relationships with advisors in the related fields of law, accounting, investments, insurance and trusts.
Richard D. (Rick) Patterson, CLU®, ChFC®, AIF® is the sole principal of Associated Planners Group and works personally with every client in achieving their financial goals.
If you are a conservative investor, interested in long term results, we may be the advisor for you.
There has never been a greater need for the consumer to have qualified, independent advice from an experienced financial professional.
Our competitive advantages include:
- Valued professional credentials
- Objective and independent counsel
- Certified Advisory Corp offers Financial Planning and Asset Management for a fee
Our clients are very mobile and, as a result, we have clients residing in:
Florida, Georgia, Nevada, North Carolina, South Carolina and Texas