Financial Advisor: Jodi Patman

Financial Advisor: Jodi Patman Financial Advisor and wealth manager Financial Advisor

There are benefits and limitations when you decide to donate stock. Learn more from our message.
06/24/2026

There are benefits and limitations when you decide to donate stock. Learn more from our message.

There are benefits and limitations when you decide to donate stock.

Thinking about a prepaid debit card? Consider the pros and cons.
06/22/2026

Thinking about a prepaid debit card? Consider the pros and cons.

It's important to understand the pros and cons when considering a prepaid debit card.

Whether you have life insurance through work, are retired, or raising a family, it pays to know the truth about life ins...
06/19/2026

Whether you have life insurance through work, are retired, or raising a family, it pays to know the truth about life insurance coverage.

Whether you have life insurance through your work or are retired it pays to know the truth about life insurance coverage.

How far will your savings actually go? Enter your numbers to see how long your money could last depending on how much yo...
06/17/2026

How far will your savings actually go? Enter your numbers to see how long your money could last depending on how much you withdraw each year.

See how long a lump sum of savings could last based on your withdrawal rate and return.

06/15/2026

Did you know part of your Social Security benefit could be taxable? See how much may be subject to federal income tax based on your income level.

Explore how inflation has affected purchasing power over the decades with this historical tool.
06/12/2026

Explore how inflation has affected purchasing power over the decades with this historical tool.

See how the purchasing power of a dollar has changed over time due to inflation.

The Treasury Department in January said more than a million people have signed up for Trump accounts. Are you eligible?
06/10/2026

The Treasury Department in January said more than a million people have signed up for Trump accounts. Are you eligible?

Medicare takes a little time to understand. As you approach age 65, familiarize yourself with its coverage options, cost...
06/10/2026

Medicare takes a little time to understand. As you approach age 65, familiarize yourself with its coverage options, costs, and limitations.

How Medicare can address health care needs in your retirement strategy.

Do you actually know what your car costs you in fuel each year? Enter your driving habits and gas prices to find out wha...
06/08/2026

Do you actually know what your car costs you in fuel each year? Enter your driving habits and gas prices to find out what your MPG really means for your wallet.

Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.

Curious where your retirement savings are headed? Enter your numbers and see what your future balance could look like ba...
06/05/2026

Curious where your retirement savings are headed? Enter your numbers and see what your future balance could look like based on what you're doing today.

See how your current savings rate and contributions may grow into retirement income.

Address

4001 Penbrook Street Suite 3700
Odessa, TX
79762

Telephone

+14323620041

Website

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