
For
Income Distribution
Antoine de Saint-Exupery





A Message From Michael

Welcome!
The fact that you are looking at this website suggests that you may have questions or concerns about finances, investments, and/or retirement security.
A part of that is, “Do I really need a Financial Advisor?” That is an important question. Here are some parts of my answer.
Have you ever heard the saying?
“It’s always what you don’t know that hurts you?”
When you are talking about financial and income security for the rest of your life, you really must have full and accurate information in order to make the best choices. Inappropriate or poor choices can jeopardize your retirement security. The result could be running out of money or being unable to fund long-term care sufficiently.
Without an independent Fiduciary Advisor working on your behalf, the odds of making a less than optimum choice are very high. Most of the individuals and companies in the financial realm are not going to act in your best interest – this is the reality.
As a Fiduciary Advisor, I am committed to giving you full and accurate information as we find the best possible retirement solutions for your unique situation, needs, and desires.
Ask Us A Question

Get Your Free Copy
The Investment World is moving at lightning fast speeds which could spell big trouble for the traditional 401(k) “Buy and Hold Strategies.” There is no reason why the next generation of 401(k) participants should risk losing half of their savings like the baby boomers did early in the 21st century. Advancements in technology are helping money managers better protect 401(k) plans from severe stock market losses. I believe the next wave of 401(k) investors who take their wealth building seriously and pay careful attention to market risks have the opportunity to significantly outperform the previous buy and hold investors.

Get Your Free Copy
As eldercare replaces childcare as the number one issue facing baby boomers, this is one book you need. Take back control of your life and provide excellent long-term care for your aging loved one without them going broke in the process. When you still have time to plan ahead choosing the right pre-planning strategy for your own long-term care needs is essential.
Recent News
Tax Changes ‘Self-filers’ Need to Know Before Filing 2021 Taxes
If you are self-filing your ...
Read moreFour Financial Planning Benefits of Being ‘Coupled’ or Married
Regardless of your age, if ...
Read moreFinancial Technology: Delivering Digital Financial Learning
The coronavirus pandemic has ...
Read moreWhy Financial Planning Is Essential for Law Enforcement Professionals
Law enforcement can be a ...
Read moreBackdoor Roth IRA Conversions: What You Need to Know For 2022
Some changes are coming for ...
Read moreFinancial Planning: Goals, Manage Roadblocks, and Get a Second Opinion
October is financial planning ...
Read moreRemembering 9/11: The Event That Forever Changed Our Country
On September 11, 2001, almost ...
Read moreLabor Day: Celebrate the Social and Economic Achievements of Americans
In 2021, Labor Day will ...
Read more