Financial Services

Individual Services

Whether you're still saving for retirement, looking to generate income during retirement, or preserve wealth for future generations, confidence in your financial plan comes with knowing your assets are properly invested. To help guide you through the process, we provide a wide range of financial planning services to chart a detailed course for pursuing your financial goals into the future. 

Our disciplined process takes both your short and long-term goals into consideration with a high degree of personalization. By matching your goals to your investments, you will have the confidence to meet your needs now, as well as in the years to come.
 

Roth and Traditional IRAs
Retirement Income
Actively Managed Investment Accounts

Life Insurance
Disability Insurance
Long-Term Care Insurance
 

All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful.

Business Services

Retirement plans and benefit packages only work if they serve the goals of the employer as well as the employee. By keeping costs low and the quality of service high, employers can concentrate on growing their business while employees can concentrate on their career. Patton Financial Advising understands the needs of both. 

401k
SIMPLE IRA
SEP
Pension Plans
Group Life
Group Disability
Business Continuation Planning

Michael offers both securities brokerage accounts as well as investment advisory services. The link below provides detailed information about the differences for each type of account.

Form CRS