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
The Cost of Medical Care
Learn about the risks of not having health insurance in this informative article.
Medicare Advantage 101
Overview of Medicare Advantage, what’s in them, special rules, and more.
Silver Sneakers 101
Medicare’s popular program, offering free gym membership and health education.
Personal Finance Calendar
Use this handy calendar to remember the year’s most important financial dates.
Insuring Your Second Home
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Retirement Seen Through Your Eyes
What's your vision of retirement?
Building Your Legacy
A four-step framework for building a personal legacy.
Retirement Traps to Avoid
Beware of these traps that could upend your retirement.
Emotional vs. Strategic Decisions
Information vs. instinct. Are your choices based on evidence of emotion?
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Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
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Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
Retirement Plan Detectives
Watch this fun video for tips on how to search for missing money.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
Risk Tolerance: What’s Your Style?
Learn about what risk tolerance really means in this helpful and insightful video.