We work exclusively with individuals and families who have $500k or more in investible assets and are identified as a good fit by our team.
OUR PROCESS
Our team has a process that is unique to us. It puts a person’s goals and finances on a rock solid foundation. That’s why we call it the Rock Solid Process.
ROCK SOLID PROCESS
The Rock Solid Process takes care of your complete financial picture:
Wealth Management - maximizing your investments
Tax strategy - reducing your taxes
Banking Strategy - maximizing interest earned on your cash and minimizing the interest you pay on your loans.
Philanthropy - maximizing any charitable gifting in a tax efficient way.
Estate Strategy - making sure everything is setup to pass the best way possible to your family and your estate planning is in order.
Risk Management - actively reducing financial risks and protecting against the unexpected.
Value Added Services - Medicare, Social Security optimization, smart distributions in retirement and so much more.
ABOUT MICHAEL
With over a decade of experience. I've dedicated every waking decision of my life to being the best financial advisor since I was 12: every book, every job, every mentor, researching financial strategies, consulting pension funds, graduating in finance from Brigham Young University (top 5 school in finance), obtaining the Certified Financial Planner™ (CFP®)* (before becoming a financial advisor) and the Chartered Financial Consultant® designations.
I currently work with other top financial advisors to help them with complex client scenarios and more deeply serve their clients.
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