Financial Services
At Patton Financial Advising, we're here to help you achieve your financial goals--whether you're planning for your future or managing the needs of your business. We offer a wide range of services and work closely with you to ensure your financial strategy is designed around what matters most to you.
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Individual Services
Planning for the future can feel overwhelming, but it doesn't have to be. Whether you're saving for retirement, generating income during retirement, or protecting your wealth for future generations, we'll help you create a clear, step-by-step plan.
Our process focuses of you--your short- and long-term goals, lifestyle, and vision for the future. We'll align your investments with your priorities so you can feel confident you're on the right path today and for years to come.
We can help with:
- Roth and Traditional IRAs
- Retirement Income Strategies
- Actively Managed Investment Accounts
- Life, Disability, & 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.
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Business Services
A great retirement plan or benefits package should work for both the employer and the employees. By keeping costs manageable and service top-notch, we make it easier for business owners to focus on running their business while giving employees the tools they need to plan for their future.
We offer customized solutions for:
- 401k Plans
- SIMPLE IRAs
- SEP Plans
- Pension Plans
- Group Life & Disability Insurance
- 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