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
Replacing Your Medicare Card
Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.
Ways to Supplement Your Medicare Coverage
There are numerous ways to supplement your Medicare insurance coverage. This article helps you explore your options.
Prescription Drug Benefits Under Medicare (Part D)
Do you need to enroll in Medicare Part D? Read this article to learn more about whether you need this coverage
Reviewing Your Life Insurance Needs
Learn how the review process works and how it may help you better understand your Life Insurance.
All Muni Bonds Are Not Created Equal
Gaining a better understanding of municipal bonds makes more sense than ever.
Tax & Estate Strategies for Married LGBTQ+ Couples
Learn how to maximize your tax and estate strategy as a married member of the LGBTQ+ community.
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
Monthly Memberships
A look as how autopay subscriptions can be a drain on your finances, especially when forgotten.
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Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
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.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
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It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.
Forecast
This short video helps explain why markets can be as unpredictable as the weather.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.