Stephen Patton
Principal & Founder at Patton Financial Group | Springfield, Illinois, United States
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Stephen Patton, as the Principal and Founder of Patton Financial Group, leverages his extensive expertise in finance to provide tailored financial strategies that empower both business owners and individuals. With a focus on estate planning, tax reduction, and retirement strategies, Stephen has cultivated a reputation for minimizing risk while maximizing wealth protection. His firm collaborates with reputable carriers such as New York Life, Mass Mutual, and Midland National to implement comprehensive financial solutions that meet the unique needs of each client.
Under Stephen’s leadership, Patton Financial Group has undertaken key projects that illustrate their commitment to client success. One notable initiative is the development of customized retirement planning strategies that integrate various financial products, including Roth IRAs and traditional IRAs, ensuring that clients are well-prepared for their financial futures. Additionally, Stephen emphasizes the importance of key person insurance for small businesses, safeguarding against the unexpected loss of critical personnel and ensuring business continuity.
Stephen’s proficiency in investments and securities further enhances the firm’s offerings, allowing clients to navigate the complexities of the financial landscape with confidence. His dedication to continuous education is evident through his LUTCF designation, which underscores his commitment to providing informed and strategic financial advice. By combining his skills in critical illness planning with a holistic approach to finance, Stephen Patton and his team at Patton Financial Group are dedicated to helping clients achieve their financial goals while securing their legacies for generations to come.
Principal & Founder at Patton Financial Group in March 2006 to Present
Agent at New York Life Insurance Company in April 2006 to Present
Registered Representative at NYLIFE Securities LLC in September 2006 to Present
Financial Advisor at Eagle Strategies in January 2020 to Present
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Estate Planning
Buy-sell Agreements
Multi-generational wealth transfer
Investments
Insurance
Retirement
Retirement Planning
Small Business
Finance
Securities
Life Insurance
Wealth
401k Rollovers
Key Person Insurance
Roth IRA
IRAs
Income Protection
Wealth Accumulation
College Savings Plans
Retirement Savings
Gifting Strategies
Key Person Protection
Legacies
LUTCF
Multi-generational Planning
Wealth Preservation Planning
Protection Planning/family Security
Critical Illness
High Net Worth Individuals
Licensed Life Insurance Agent
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Discover more about Patton Financial GroupWhat is Stephen Patton email address?
Email Stephen Patton at [email protected]. This email is the most updated Stephen Patton email found in 2026.
What is Stephen Patton phone number?
Stephen Patton phone number is +12177930775.
How to contact Stephen Patton?
To contact Stephen Patton send an email to [email protected]. If you want to call Stephen Patton try calling on +12177930775. (updated on October 31, 2024)
What company does Stephen Patton work for?
Stephen Patton works for Patton Financial Group
What is Stephen Patton's role at Patton Financial Group?
Stephen Patton is Principal & Founder
What industry does Stephen Patton work in?
Stephen Patton works in the Financial Services industry.
Stephen Patton Email Addresses
Stephen Patton Phone Numbers
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