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
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Errors and Omissions Insurance
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, "What's next for the financial markets?"
Retiring Wild: National Parks and You
Get ready to enjoy America’s national park system with this helpful article.
Weighing the Benefits of Prepaid Debit Cards
It's important to understand the pros and cons when considering a prepaid debit card.
What's My 2026 Tax Bracket?
Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Ways to Supplement Your Medicare Coverage
There are numerous ways to supplement your Medicare insurance coverage. This article helps you explore your options.
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Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
College Savings
See how much you may need to save now to cover future college costs for your child.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
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Consider These 3 Things Before Driving Off the Lot
Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
Dog Bites and Homeowners Insurance
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
Stay Safe with a Business Owner's Policy
Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.
Your DNA Test
A Detailed Needs Analysis (DNA) can be a simple way to care for loved ones, no matter what the future may hold.