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
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Asset Allocation
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
The History of Currency
Currency has been around for a long time. Here's a quick history lesson.
Investing for Impact
Learn how to build a socially conscious investment portfolio and invest in your beliefs.
A Bucket Plan to Go with Your Bucket List
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
New Retirement Contribution Limits for 2026
A look at the new retirement contribution limits from the IRS.
Intellectual Property Rocks in a New Digital Era
Intellectual property ownership and its implications for ordinary people and estates.
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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How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
College Savings
See how much you may need to save now to cover future college costs for your child.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
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.
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Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
Retirement Redefined
Around the country, attitudes about retirement are shifting.
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.
Working With A Financial Professional
A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.