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
  • No commission, Fee-Only advice through Certified Advisory Corp.

Our clients are very mobile and, as a result, we have clients residing in:

Florida, Georgia, North Carolina, South Carolina and Texas