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CUSTOM PLANS FOR EVERY SINGLE STAGE OF LIFE.

We create financial strategies tailored to your goals.

Did you know???

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.

Now let's PLAN for your future!

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.


Let's make it fun! 

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.

Questions?

Our Experienced Team Can Help!

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