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
Medicare At 65+
65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.
Questions to Ask About Medicare
Take the guesswork out of your IEP or SEP with this helpful article.
The Basics of Medicare
Learn all about Medicare basics in this informative and insightful article.
Making a Charitable Gift
Did you know that there are benefits and limitations when you decide to donate stock? Learn more about your options.
What Will You Do With Your Bonus or Windfall?
This article examines one's options when receiving a work bonus or other financial windfalls.
Financial Aid for Students 101
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
Silver Sneakers 101
Medicare’s popular program, offering free gym membership and health education.
Best-Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
Women and Financial Strategies
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
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How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
College Savings
See how much you may need to save now to cover future college costs for your child.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
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Retirement Plan Detectives
Watch this fun video for tips on how to search for missing money.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
The Business Cycle
How will you weather the ups and downs of the business cycle?
Should You Invest in Exchange Traded Funds?
There are thousands of ETFs available. Should you invest in them?
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?