How Can We Help?
Find out how we can help you reach your financial freedom.
About MI Financial Advisor
I help build, manage, preserve and transition wealth for business owners, high-net-worth families and investors at or near retirement.
I am dedicated to providing financial planning, asset management, retirement planning, divorce planning, and investment planning to anyone from job changers, widows, divorcees, etc. Simply put, I strive to be my client’s trusted advisor. As a financial advisory firm, my primary focus is to provide independent opinions that are designed towards achieving long term investment results.
Our Services
Financial Planning
Whether it’s owning your own home, funding your children’s education, or creating a confident retirement, a financial plan is considered vital in working towards your goals. We use a consultative approach to create a financial plan that aims to meet your objectives.
Asset Management
You work hard to accumulate assets over a lifetime. The hope is that, when the time comes for you to leverage those assets, they’ll be there for you to benefit from. Asset Management service is all about helping you manage YOUR financial assets using a prudent and conscientious approach.
Retirement Planning
Retirement planning shouldn’t start at retirement; it should start well before. We take a long-term view of your financial wellbeing to help create a life after work that is as well-planned as your life while working.
Divorce Planning
Relationships, like marriages or common-law spousal arrangements, are initiated with the best of intentions in mind and heart. However, the every-day stresses of life, and the toll that family-life can take on some unions, often leads to a rethinking of those original intentions.
Investment Planning
Through developing a personalized investment strategy, diversification, and avoiding short-term distractions, we aim to help create and preserve your wealth so you reach your financial goals.
Meet Your Advisor
LPL Financial Advisor
Blogs
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