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 A, B, C, & D of Medicare
Learn about all the parts of Medicare with this informative and enjoyable article.
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.
Women and Wealth: A Pivot Towards Retirement
Tips and strategies for women approaching retirement to ensure a smooth transition.
Building a Solid Financial Foundation
Sustain financial well-being or create wealth through these actions.
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Should I Accept a Free Credit Lock?
Learn the ins and outs of credit locks, freezes, and more.
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
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How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
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The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Top 5 Things to Tell Your Financial Pro
Here are the top 5 things your team may want to hear.