Financial Solutions Financial Planners in San Marcos

Matt Patterson Insurance Agency offers a range of financial and investment management services in San Marcos, TX. Whether you’re looking to save for retirement, or simply want to protect your assets, our team can help you achieve your goals. Contact us today to speak to a registered investment adviser for a free quote!

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    Financial Goals

    Financial Service Options

    Education Savings

    The cost of education is going up-but you can prepare for what could be one of the largest expenditures you ever make. Don’t delay. Give Matt Patterson Insurance a call and speak with a registered representative to learn more about ways you can save for your child’s education, even if you are on a fixed income.

    • 529 College Savings Plans
    • Coverdell Education Savings Accounts
    • UGMAs/UTMAs

    Retirement Plans

    Matt Patterson’s investment management can help as you plan for retirement. Let’s have a discussion about your retirement objectives, and your investment advisor representative will present you with options to consider as you work toward your financial goals.

    • Traditional & Roth IRAs
    • IRA & 401(k) Rollovers
    • Variable & Fixed Annuities

    Life Insurance

    Protecting your family’s financial security is an important part of your overall financial strategy. Life insurance is an important part of your retirement plan as well. Discuss your options with a investment management financial professional today.

    • Variable Universal Life Insurance*
    • Traditional Permanent Life Insurance
    • Term Life Insurance

    Wealth Management

    As you manage the wealth you’ve built, we offer a diversified suite of investment advisory services that help strengthen your investment portfolio. Let’s discuss your financial future and other investment strategy options that may work for you. Call or visit my San Marcos office to speak with an investment professional and learn how you can start.

    • Mutual Funds*
    • Variable Universal Life Insurance*
    • Universal Life Insurance
    • Index Universal Life Insurance

    Benefits for Your Business

    As an entrepreneur, you likely have specific needs when it comes to your financial goals – as your registered investment adviser, we can help as you decide which retirement plan best fits your financial strategy & overall financial plan, even if you are on a fixed income while you work to grow your business.

    • SEP / SIMPLE
    • 401(k) Plans
    • Solo 401(k) Plans

    Matt Patterson is Your Ally for Financial Planning in San Marcos Tx

    If you’re looking for someone to help you with financial and investment management in San Marcos, TX, Matt Patterson is your man. He and his team of advisors at the Matt Patterson Insurance Agency pride themselves on providing outstanding customer service and treating their clients like family. They’ll do whatever it takes to get you the financial products you need, when you need them most. And they’re not just interested in selling you a policy – they want to craft a customized financial plan that’s designed specifically for your unique lifestyle. Insurance and investment management can be complicated, but Patterson and his team will make sure you understand the direction you want your financial future to go in, so you can make an informed decision about investment strategy today. You can trust the finance investment professionals at Matt Patterson to have your best investing interests at heart. Lets start building your investment portfolio today!

    Hand holding a growing sapling - representing what financial planners and planning in San Marcos, Tx assist their clients with

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