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
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
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.
Breaking Down the Parts of Medicare
Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.
Changing Unhealthy Behaviors
Five phases to changing unhealthy behaviors.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
A Meal for All Generations
When it comes to generational differences, knowing the facts can be difficult.
Best-Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
Retirement Strategy After a Job Loss
Job loss can shake both finances and confidence, reassessing your retirement strategy is key to moving forward with clarity.
Understanding Qualified Charitable Distributions
Use this handy, informative article to help your clients understand Qualified Charitable Distributions (QCDs).
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How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
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How to Bake a Pie-R-A
Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
What You Need to Know About Social Security
Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.