Company description
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.
