Individual Services

Patton Financial Advising takes pride in providing a personalized approach for each and every client. Since the needs of every household are different, the financial strategy should be as well.

401k Rollovers*
Roth and Traditional IRAs
Retirement Income
Actively Managed Investment Accounts
Mutual Funds**
Medicare Planning
Health Insurance
Life Insurance
Disability Insurance
Long-Term Care Insurance

*Consider all available options, which include remaining with your current retirement plan, rolling over into a new employer's plan or IRA, or cashing out the account value. When deciding between an employer-sponsored plan and IRA, there may be important differences to consider - such as range of investment options, fees and expenses, availability of services, and distribution rules (including differences in applicable taxes and penalties). Depending on your plan's investment options, in some cases, the investment management fees associated with your plan's investment options may be lower than similar investment options offered outside the plan.

**Investing in mutual funds is subject to risk and loss of principal.  There is no assurance or certainty that any investment strategy will be successful in meeting its objectives.

Investors should consider the investment objectives, risks and charges and expenses of the funds carefully before investing. The prospectus contains this and other information about the funds. Contact your financial advisor to obtain a prospectus, which should be read carefully before investing or sending money.

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