Michael Welsh (CFP®, CPA)
Michael Welsh focuses in the
following client markets or areas of practice:
- Business Owners
- Federal Employees
- Hourly
- Investment Advice without Ongoing Management
- Middle Income Client Needs
- Retirement Plan Investment Advice
- Business Owners
- Federal Employees
- Hourly
- Investment Advice without Ongoing Management
- Middle Income Client Needs
- Retirement Plan Investment Advice
Planning Specialties
Welsh Financial & Accounting Services, LLC specializes in providing comprehensive personal financial planning on a fee-only basis. The firm also provide personal financial planning for specific events such as retirement & pension distribution options.
The firm also offer annual financial checkups and tax planning to our clients. I do not provide the advisory service "assets under management" (usually a percent of client's investments) because we believe that the fees charged for this services will greatly reduce the client's net worth over time while investment advice and guidance can be provided in a more cost effective manner to the client through constant financial checkups and education.
Additional Information
Michael Welsh CPA, CFP has been providing accounting, tax and financial planning services since January 2005. He also has a B.S degree in finance and a M.B.A with a major in Finance. Michael Welsh is the member-manager of Welsh Financial & Accounting Services, LLCNAPFA Start Date
September 14, 2011
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