Financial Services
Michelle’s practice is built upon the key beliefs of honesty, integrity, transparency, and dedication for everyone. Her passion is to help others, which naturally occurs as her values align with those of her clients.
She delivers personalized financial advice tailored to your specific dreams and goals. Working together, you can help you feel more confident, connected and in control of your financial life today and tomorrow.
Financial Planning
Creating the right financial plan can get you headed in the precise direction to meet your goals and accomplish your dreams. Michelle has worked with many clients over the years with a wide variety of aspirations. See if she is a good fit for you.
Financial planning services offered at a flat fee dollar amount depending on the level of complexity of the client’s situation. Discounts provided for public service individuals.
Personalized Investment Management
Michelle takes a personal approach to your unique needs with your savings and investments. What is appropriate for one person will not be the same for the next. See how Michelle can help you meet and exceed your retirement, savings and wealth management goals today.
Investment services offered on a commission or flat advisory fee option. A personal discussion is required to determine what is best for your specific situation.
Insurance Needs
Do you really need insurance? The answer is different for every person. Let Michelle help you decide if adding life or disability protection is align with your financial plan.
Working with dozens of highly rated insurance companies allows Michelle the availability to meet your protection needs and stay within budget.
