Gain Clarity, Pursue Profitability, and Retire With Confidence
Financial Planning and Investment Management
Right Fit Clients
The right financial strategy looks different for everyone. Whether you’re a retiree seeking financial security, an accumulator growing your wealth, or a business owner planning your next steps, Michael’s CFP® and CEPA® certifications provide the insight needed to help you navigate complex financial decisions that align with your goals, values, and long-term vision.
Retirement Planners
You’ve worked hard to save — now it’s time for your money to work for you. We’ll help craft a personalized strategy for retirement income and wealth preservation that aligns with your big-picture goals and vision.
Business Owners
You’ve built a successful business — planning for its future matters. Michael’s CEPA® certification equips owners with guidance on exit strategies, succession planning, and long-term financial stability.
Accumulators
Life moves fast, and with more income comes more complexity. We’ll help you build a financial plan that grows with you, balancing wealth accumulation, risk management, and future planning to keep you on track.
Right Strategy
Financial Planning
We start out by asking a lot of questions. After we get to know you and what is most important to you we help prioritize goals and lay out a path to help you progress towards them.
Investment Management
It’s more than the rate of return. We will work with you to create an investment plan that is unique to you. We will help you view your entire financial picture and structure your investments to work together to progress towards your goals.
The choices you make today will determine your success tomorrow.
Let us help you make informed decisions about your finances.
Latest Articles
The advantages of creating a business retirement account for business owners
As a small business owner, you may be focused on running and growing your business, and retirement planning may not be at the top of your to-do list. However, setting up a retirement plan for your business can offer significant advantages for both you and your...
How Business Owners Can Keep More of What they Make
While I understand the premise, I also know that no one likes writing a big check to Uncle Sam each year.
My Why
I was raised with little knowledge of the stock market. I knew when it was up and when it was down at an early age. Not the stock market I watch today though, the stock market I knew about was what prices cattle and sheep were selling for in a given year. I grew up...