Kevin Michels (CFP)
Kevin Michels focuses in the
following client markets or areas of practice:
- AUM
- High Net Worth Client Needs
- Hourly
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- AUM
- High Net Worth Client Needs
- Hourly
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
Planning Specialties
As a CFP® I focus on comprehensive financial planning that includes a careful analysis and recommendations to clients on all aspects of their finances. This includes portfolio construction and management, tax planning, retirement planning, cash flow and debt management, risk management, college planning, and estate planning. All of my clients have a written financial plan that is reviewed and updated every six months. I am a firm believer in fee-only financial planning as a means to mitigate conflicts of interest between the advisor and client.
NAPFA Start Date
September 01, 2016
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