Financial Advisor: Jodi Patman

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

Your insurance needs don’t stay the same when the nest empties, but what changes?
11/02/2026

Your insurance needs don’t stay the same when the nest empties, but what changes?

Do your insurance needs stay the same when the nest empties?

Your financial future is calling. Develop a strategy for your investments today.
10/30/2026

Your financial future is calling. Develop a strategy for your investments today.

Don't let procrastination keep you from pursuing your financial dreams and goals.

How confident are you in the strength of your passwords? These days, one’s passwords are almost as important as the keys...
10/28/2026

How confident are you in the strength of your passwords? These days, one’s passwords are almost as important as the keys to your house. Check out these handy, current tips on crafting a secure password.

Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.

What happens to your 529 account if your kids don't go to college? With rising college costs and changing job markets, m...
10/26/2026

What happens to your 529 account if your kids don't go to college? With rising college costs and changing job markets, more students are considering alternatives to traditional four-year colleges.

Rising college costs prompt students to seek alternatives; 529 account funds can be used for other education options.

Sector investing may present an opportunity — if you do your homework.
10/23/2026

Sector investing may present an opportunity — if you do your homework.

Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.

10/21/2026

When you choose to take Social Security might impact your retirement income. Find out how.

Does your insurance cover you if you get into an accident with an uninsured driver?
10/19/2026

Does your insurance cover you if you get into an accident with an uninsured driver?

You’re hit by an uninsured driver. Now what? Are you protected against financial losses?

How much more would you have to save for retirement if you owned your home rather than rented? Would it surprise you to ...
10/16/2026

How much more would you have to save for retirement if you owned your home rather than rented? Would it surprise you to learn it might be several times less? Learn more about the relative advantages below.

How much more would retirement cost if you owned your home rather than rented? It could actually be several times less.

Ever wondered what ETFs are (and no, we're not talking about electronic transfers)? Check out this simple guide that bre...
10/14/2026

Ever wondered what ETFs are (and no, we're not talking about electronic transfers)? Check out this simple guide that breaks down everything you need to know about this popular investment option!

Educational ETF infographic explaining benefits, types & mechanics. Features current statistics and citations.

Worried that inflation may rise in the years ahead? You’re not alone.
10/12/2026

Worried that inflation may rise in the years ahead? You’re not alone.

If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.

Address

4001 Penbrook Street Suite 3700
Odessa, TX
79762

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