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
Social Media: #NewestBusinessLiabilityRisk
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
Prescription Drug Benefits Under Medicare (Part D)
Do you need to enroll in Medicare Part D? Read this article to learn more about whether you need this coverage
Roth IRA for Kids
Learn about the benefits and requirements of opening a Roth IRA for kids.
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Investment Challenges of the Affluent Investor
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
How Big is Money?
Learn a little about worldwide currency in this fun infographic
Weighing the Benefits of Prepaid Debit Cards
It's important to understand the pros and cons when considering a prepaid debit card.
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How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
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.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
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Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
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.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.