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.
Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
The Value of Insuring Against Life’s Risks
Building wealth requires protection from the forces of wealth destruction.
A Home Insurance Claim: To File Or Not To File
Learn when it may not make sense to file a claim on your home insurance.
Don’t wait until you’ve reached the point where you feel pressured to make major retirement decisions.
Here’s a surefire way to keep the romance in your relationship: Light the candles. Uncork the wine. Pull up a spreadsheet...
Did you know that U.S. households carry nearly $7000, in revolving credit card debt from month to month?
Entrepreneurship can be a rewarding but solitary pursuit.
Get ready to enjoy America’s national park system with this helpful article.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator helps estimate your federal estate tax liability.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator will help determine whether you should invest funds or pay down debt.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
This Thanksgiving, replace internal fears with external gratitude.
An amusing and whimsical look at behavioral finance best practices for investors.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
The Why, What and How of Life Insurance
Learn why protecting your student loan payments is an important aspect of your income protection strategy.