Insurance & retirement
Planning for retirement with someone who knows you
Talk through Medicare supplements, life insurance, long-term care and fixed annuities with the office that already understands your taxes and income.
Live nearby or hours away? Most work can be handled by phone or video call, with documents shared through the secure portal link we email you.
- The office that already knows your taxes
- No pressure, no decision on day one
Is this you?
Sound familiar?
- You're turning 65 and sorting out Medicare.
- You want to review the life insurance you have.
- You're thinking about how to pay for long-term care.
- You want to understand how retirement income will be taxed.
What's included
What we can talk through
Not sure which parts you need? Tell us where things stand and we will point you in the right direction.
Call (704) 471-1414- Medicare supplement insurance
- Life insurance
- Long-term care insurance
- Fixed annuities
Want to look at your options?
Book a review and we'll talk it through with your taxes and income in front of us.
Getting started
How a review works
Book a review.
Tell us what you'd like to look at.
We talk it through.
Your situation, your questions, and how each option fits with your taxes.
You decide.
No pressure, and no decision needed on the first visit.
Why us
The office that already knows your finances
Retirement choices usually come back to income and taxes. We already understand both, so the conversation starts from where you actually are.
Enrolled Agent · In Shelby since 2001 (25 years) · 5.0 on Google
Meet Mark
What it costs
Every situation is different. Call and we'll give you a clear price before any work starts.
Call the officeQuestions
Questions we hear about insurance & retirement
Still wondering about something? Call (704) 471-1414 and ask.
Why talk to my tax office about insurance?
Does North Carolina tax Social Security?
Free guides
Read up before you call
We can also help with
Tax Planning
Plan the year you're in, for business owners and retirees, so April holds no surprises.
- Federal and North Carolina tax projections
- Quarterly estimated payment amounts
- A year-end check-in while there is time to act
Tax Preparation
Individual and small business returns, federal and North Carolina, prepared carefully and explained clearly.
- Federal and North Carolina returns
- Self-employment, rental and retirement income
- Amended and prior-year returns
Bookkeeping
Monthly books you can trust, or a catch-up when you've fallen behind.
- Monthly recording and reconciliations
- Catch-up for past months or years
- Reports you can actually read
Important
Insurance products are offered through Mark E. Patty, a licensed North Carolina insurance producer (NPN 6590868) with lines of authority in life, accident and health, and Medicare supplement and long-term care. Mark Patty & Associates, LLC is not connected with or endorsed by the United States government or the federal Medicare program. Not all products are available in all situations. Coverage is subject to the terms of each policy. This page is general information, not a recommendation to buy any product.Have a question first?
Send us a quick message
Send us a quick message and we will get back to you soon. You do not need to visit the office to get started.
724 South Morgan Street, Shelby, NC 28150
Monday to Friday, 8:00 AM to 5:00 PM
Wheelchair-accessible entrance and parking
Ready when you are
Schedule a retirement review
Tell us what you'd like to look at and we'll find a time.
Enrolled Agent · In Shelby since 2001 (25 years) · 5.0 on Google