Hello, I'm Michael & I'm a financial planner

I Work With: RNs | NPs | DNPs | CRNAs | MDs

Services

Financial Planning

Do you have financial goals? Do you know where to put your hard earned money and how to make the most of it? Get a plan with actionable steps!

Rollover IRAs

Have you switched jobs? Do you have old retirement accounts unaccounted for? I can help you track down and consolidate retirement assets.

Student Loan Debt

We create a tailored debt management plan to pay off your loans. See if debt consolidation or refinancing makes sense.

Investment Management

Access to highly diversified, low-cost, and tax efficient portfolios of mutual funds and ETFs to provide you with global exposure to the markets.

Cash Flow & Budgeting

Do you need help budgeting? Understand your income and expenses. This will be the foundation for accomplishing your goals.

Tax Planning

I can analyze your portfolio holdings to see if you can save money in taxes by taking advantage of different account types and investments.

Risk Management & Insurance

Do you have adequate life insurance? Do you need disability insurance? Get an insurance needs analysis and quotes at no-cost.

Estate Planning

Legacy planning is an important part of financial planning. I can help with wills, healthcare and durable power of attorneys, living wills, and trusts.

Recent Articles

Financial Planning July 16, 2017

It’s Summer! But Don’t Let Your Money Take a Vacation.

It’s summer. But don’t let your money take a vacation. During summer the last thing you want to think about

Investing July 25, 2017

Johnny Depp Reportedly Spends $2 Million A Month (includes $200,000 a month on a jet).

Johnny Depp Reportedly Spends $2 Million A Month (includes $200,000 a month on a jet). Money comes and money goes.

Financial Planning August 10, 2017

Thinking About Healthcare or Nurse Consulting? 3 Rules for a Solo 401(k) for Effortless Savings.

  (Average Read Time: 6 Mins) Is it time to celebrate? Have you decided to start a consulting business or

Investing August 22, 2017

Should I Invest My Extra Cash in Real Estate? Answer These 3 Questions.

(Average Read Time: 5 Minutes) I get this question, or some variation thereof, quite frequently. The answer is never straight

Financial Planning September 1, 2017

Keep Your Finances Simple: 5 Tips for Success

(Average Read Time: 5 Minutes) Keeping up with your finances can be overwhelming. It is easy to get stuck in

Financial Planning, Investing September 19, 2017

What Does Financial Freedom Really Mean?

What does it mean to be financially independent? Is it a million dollars…five million dollars…or ten million dollars? Is it

Investing October 11, 2017

Switching Hospitals? ROLLOVER YOUR RETIREMENT PLAN!

(Average read: 3 minutes) Finding a new job can be tough. Finding a new job while working can be a

Financial Planning, Investing November 2, 2017

Financial Checkup: 6 Financial Tips for Success!

Complete this checklist so you don’t have to worry later on… Schedule a Free Consultation! Are you in the process

Should I Put 20% Down on My House? Maybe…

  (Average Read: 3 Mins) This is a common question people ask when they are thinking about purchasing a new