You want a Fiduciary, not a Salesperson. We start by clarifying our fee structure and explaining the different ways we can help. We analyze your goals and compare them to your current situation. Then we recommend an investment strategy to achieve your goals and Financial Freedom.
You should be on high alert when someone offers you a free steak dinner. And a slick sales presentation. When AARP looked into "Free Dinners," close to 25% of these Salespeople recommended unsuitable investments. U.S. Securities and Exchange Commission found that 12% involved some type of fraud.
YOLO - Tired of the same old grind? Burned out? Job Change? Do you have big dreams for a new career or your own business? Work How, Where, and When you want. And Invest the way you want with the assistance you need from a Wealth Advisor. You Only Live Once.
Wherever you are in life, we understand. If you are starting, you may need Financial Planning on a monthly subscription fee basis. Some prefer to hire us based on the assets we manage. You will be treated uniquely and based on your specific needs. The ultimate goal is your Finish Line and Financial Freedom - You Deserve A Great Retirement!
Online apps were great for getting a new generation to start investing. However, the problems have been costly. Many without guidance speculated and lost money, investing in the wrong things like going to the casino. Now you can choose as much Financial Assistance as you need on a zero commission trading platform with Zero to Low-Cost Portfolios.
Investment Advisory services offered through Rich Michaels Investments, LLC, a Registered Investment Advisor. Insurance services offered through Bye Insurance, LLC. Rich Michaels Investments and Bye Insurance are not affiliated.
Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.
Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them.
Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.
Rich Michaels Investments, LLC
1093 Charlevoix Drive, Grand Ledge, MI 48837
Call 517.999.8888 Text 616.236.5696
Copyright © 2022 Rich Michaels Investments, All Rights Reserved.
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