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Planning for retirement, the risk of outliving your savings and the effect of taxes are the concerns Michael hears most. These services are built around them.
Every engagement starts with a conversation about where you are now and where you want to be. From there Michael recommends the services that fit. Most clients use several of them together.
A full look at your finances, from budgeting to investing. Michael reviews where you stand today and works with you on a written plan that lines up with your goals.
An investment strategy that matches your risk tolerance and objectives. Michael selects and monitors a diversified mix of investments and adjusts it as markets and your goals change.
Retirement planning involves more than saving. Michael helps you look at the income you will need, the lifestyle you want and likely health care costs, then maps out where that income can come from.
Guidance on saving for college and the funding options available. The aim is a plan that balances education goals with the rest of your financial picture.
When you start collecting benefits affects how much you receive. Michael walks you through your options so you can make an informed decision about timing.
Running a business brings its own financial questions. Michael helps owners with business finances, retirement plan options and planning for succession, alongside their personal goals.
A review of your income and expenses to find trends and room for improvement. Knowing your cash flow is the starting point for most other planning decisions.
Planning for what happens to your assets. Michael works with you and your attorney on a strategy that reflects your wishes and provides for the people you care about.
Michael does not provide tax or legal advice. Please consult a qualified tax or legal professional regarding your individual situation. Diversification does not guarantee a profit or protect against loss. Investing involves risk, including the possible loss of principal.
Every plan begins with a conversation. Tell Michael what you are trying to accomplish.
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