"Someone is sitting in the shade today because someone planted a tree a long time ago."
- Warren Buffett
Strategies Tailored To Your Family's Needs
We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.
We create financial strategies tailored to your goals.
You likely grew up with me on the Radio! Heard from Lansing, Grand Rapids, Buffalo, Cleveland, Miami and beyond. I have been blessed to have decades-long lasting friends and relationships.
Some Important Things We discuss:
Rich Michaels Financial Advisor
What has your attention or concern at this moment?
What are your goals, dreams and needs?
Creating Retirement Income.
Do you worry about your investments?
Let's review your financial plan.
Having enough in Keyboard Phrase Retirement.
Let's discuss options to maximize your Social Security.
Health Care costs now and when you become older.
How to avoid Being a Burden to Your Children.
Your Legacy - How do you want to be remembered by your family and friends? Today AND in the future.
Retirement Planning should not feel like a visit to the dentist.
Do you have ENOUGH for retirement?
My mission is to help you take advantage of those opportunities by providing you with three key tools:
A clear understanding of your financial goals.
A well-defined roadmap for achieving those goals.
Ongoing advice to help adjust your roadmap when your needs change.
Our Experienced Team Can Help!