Broker Check

3008 E. Cumberland Road
Bluefield, WV 24701
PH: 304 327 0401
TF: 855 462 0401
FX: 304 327 0499

Working With A Financial Professional Leaving Your Lasting Legacy Questions to Consider When Buying a Vacation Home Dog Bites and Homeowners Insurance

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. 


VIEW MY FULL BROCHURE

Helpful Content

When Does Your Personal Car Become a Commercial Vehicle?

When Does Your Personal Car Become a Commercial Vehicle?

At what point can you call a personal vehicle commercial?

When to Self-Insure

When to Self-Insure

Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?

Revising Estate Strategy Assumptions

Revising Estate Strategy Assumptions

Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.

 

Dog Bites Neighbor. Now What?

Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?

Social Security: Five Facts You Need to Know

Here are five facts about Social Security that are important to keep in mind.

Women on the Rise

Explore the growing influence women wield over the economy with this handy infographic.

Test Your Life Insurance Knowledge

How much do you know about one of the most important tools you have to help protect your and your family’s financial future?

What to Look for in an Extended-Care Policy

Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.

Medicare Advantage Plans (Medicare Part C)

Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.

View all articles arrow

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

View all calculators arrow

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

View all presentations arrow

Stay Safe with a B.O.P. At Your Back

Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.

Risk Tolerance: What’s Your Style?

Learn about what risk tolerance really means in this helpful and insightful video.

Emerging Market Opportunities

What are your options for investing in emerging markets?

The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

View all videos arrow

}