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.
Helpful Content
How Will Working Affect Social Security Benefits?
Knowing the rules may help you decide when to start benefits.
Inflation - Back to the Future
Even low inflation rates over an extended period of time can impact your finances in retirement.
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
Social Security: Maximizing Benefits
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Lesser Known Provisions of the SECURE Act
Learn about clauses in the SECURE Act that affect 401Ks, students, and families.
Medicare At 65+
65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.
A Penny Saved is Two Pennies Earned
Here are some simple and inexpensive energy-saving tips that may help you save money.
Investing for Impact
Learn how to build a socially conscious investment portfolio and invest in your beliefs.
A Bucket Plan to Go with Your Bucket List
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
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Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
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Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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Rightsizing for Retirement
What does your home really cost?
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?