Understanding Today’s Financial Environment
Welcome, I’m Mike Patton, a financial professional in Bluefield, WV. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you goal is saving for retirement, college savings, or estate strategy, our personalized service focuses your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call (304) 887-1445.
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
How Will Working Affect Social Security Benefits?
Knowing the rules may help you decide when to start benefits.
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
The uncertainties we face in retirement can erode our sense of confidence.
A four-step framework for building a personal legacy.
What does the Tax Reform and Jobs Act mean for you?
Read this overview to learn how financial advisors are compensated.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate your monthly and annual income from various IRA types.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There’s an alarming difference between perception and reality for current and future retirees.
Even low inflation rates can pose a threat to investment returns.
Here are five facts about Social Security that might surprise you.
Do you know these three personal finance sayings?
How does your ideal retirement differ from reality, and what can we do to better align the two?
What is your plan for health care during retirement?