John Solon Patterson

Contact

John Solon Patterson, CLU®, CFP®
Wealth Management Advisor

950 E Paces Ferry Rd NE
Ste 2300 Atlanta Plaza
Atlanta, GA 30326-1385

Phone: 404-846-3013

Email John Solon Patterson

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Making Wise Money Choices

 

We help people within 10 years of retirement make wise money choices.  We use a highly disciplined and structured approach that consists of the following five steps:

 
  1. Establish Priorities – We help you identify your purpose, vision, mission, and values (i.e., who you are and where you want to be).
     
  2. Create Clarity – By understanding where you are relative to where you want to be, we create a financial plan that identifies the gaps and issues that need to be addressed. This is where clarity is achieved.
     
  3. Make Decisions – Only after clarity is achieved, do we develop and present solutions for your consideration. You are now in a position to make informed decisions.
     
  4. Achieve Results – Implement the selected solutions to help achieve the desired results.
     
  5. Ensure Confidence – We monitor the implemented results and the financial plan on a quarterly basis. This assures your plan has the stability and continuity to help stand the test of time.
     

Our practice is built on trust and the following principles and values:

 
  1. Honesty - We hold ourselves to the highest level of professional integrity, and the foundation of integrity is honesty. At the heart of this commitment is a promise to always put the best long term interests of the client ahead of our interests. We promise to fully educate our clients about all the options available to them so that they can take our recommendations and make good decisions that will positively impact their lives.
     
  2. Reliability - Our clients must be able to rely on us to do at least what we say we will do. If we say we will be somewhere, we will be there. If our clients ask us to call them back at a certain time, we will. We will always be considerate of our clients' and prospects' time and schedules. Our goal is that our clients can outsource their financial planning to us with confidence thereby saving themselves substantial time, which is money.
     
  3. Confidentiality - We commit to a very high level of confidentiality concerning clients’ personal, medical, and financial information. Outside of our staff, no other person or company will have access to confidential information unless the client has granted us permission to share that information for a business or planning purpose.

 

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Going Green

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New Interactive 2009 Annual Report

Northwestern Mutual’s financial strength and consistent performance help clients achieve financial security.

Our interactive report features clients talking about why they felt secure in an unstable economy.

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Northwestern Mutual and Forbes launch the new Fact & Comment page

ForbesForbes and Northwestern Mutual partner to launch a new page titled Fact & Comment on the Forbes.com Web site, offering expert insights from leaders in business and beyond.

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Dividend Announcement

Northwestern Mutual recently announced a dividend payout for 2010 of more than 4.7 billion dollars - the second largest in our company history - for clients who own life, annuity, DI and long-term care policies.

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Lessons from the U.S. Open

It takes both strength and consistency to reach the top of any leader board. See how Northwestern Mutual stacks up on the industry leader board.

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Managing Your Money In A Downturn

Northwestern Mutual was recently featured in The New York Times Wealth Matters column, "Never Mind Your 401(k). How’s Your Insurance?" about the importance of managing risk in the current economic environment, and strategies that the wealthy use to manage not only their money but their overall well-being. Northwestern Mutual Executive Vice President Greg Oberland comments about how people should be rethinking and managing their insurance needs in a downturn. Read the article (PDF).

Advanced Planning Library

Northwestern Mutual's Advanced Planning Library is a powerful legal research tool.